KPCM
TAX

Kings Point Capital Management’s Liberty Tax, Inc. Class A TAX Stock Holding History

Kings Point Capital Management’s Portfolio TAX Stock Details TAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-18,200
Closed -$424K – 390
2015
Q3 		$424K Hold
18,200
– – 0.11% 93
2015
Q2 		$450K Buy
18,200
+5,200
+40% +$131K 0.11% 101
2015
Q1 		$362K Buy
+13,000
New +$424K 0.09% 102

Other funds holding TAX

NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return

Kings Point Capital Management's TAX Position: Q4 2015 in Review

Kings Point Capital Management sold out of Liberty Tax, Inc. Class A (TAX) in Q4 2015, closing a stake of 18,200 shares — an estimated $424K sold.

Kings Point Capital Management first reported a position in TAX in Q1 2015 and held it in 3 quarters. The position peaked at $450K in Q2 2015. 58 funds tracked by Wall St. Rank hold TAX as of Q4 2015.

  • Kings Point Capital Management reported no remaining Liberty Tax, Inc. Class A position as of Q4 2015 after selling out during the quarter.
  • Kings Point Capital Management sold 18,200 Liberty Tax, Inc. Class A shares in Q4 2015, an estimated $424K.
  • Kings Point Capital Management first reported a position in Liberty Tax, Inc. Class A in Q1 2015 and held it in 3 quarters.
  • Kings Point Capital Management's Liberty Tax, Inc. Class A position peaked at $450K in Q2 2015.
  • 58 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2015.

Based on Kings Point Capital Management's 13F filing for Q4 2015, filed 12 Feb 2016.