LTFS
TAX

Ladenburg Thalmann Financial Services’s Liberty Tax, Inc. Class A TAX Stock Holding History

Ladenburg Thalmann Financial Services’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
2018
Q3 		– Sell
-200
Closed -$2K – 5485
2018
Q2 		$2K Hold
200
– – ﹤0.01% 4937
2018
Q1 		$2K Buy
200
+100
+100% +$1.01K ﹤0.01% 4937
2017
Q4 		$1K Sell
100
-110
-52% -$1.38K ﹤0.01% 4993
2017
Q3 		$3K Sell
210
-169
-45% -$2.35K ﹤0.01% 4623
2017
Q2 		$5K Buy
379
+3
+0.8% +$42 ﹤0.01% 4363
2017
Q1 		$5K Buy
376
+126
+50% +$1.79K ﹤0.01% 4348
2016
Q4 		$3K Hold
250
– – ﹤0.01% 4483
2016
Q3 		$3K Buy
+250
New +$3.38K ﹤0.01% 4412
2015
Q3 		– Sell
-15
Closed – – 4827
2015
Q2 		$0 Hold
15
– – ﹤0.01% 4831
2015
Q1 		$0 Hold
15
– – ﹤0.01% 4719
2014
Q4 		$1K Hold
15
– – ﹤0.01% 4283
2014
Q3 		$0 Hold
15
– – ﹤0.01% 4109
2014
Q2 		$0 Buy
+15
New +$419 ﹤0.01% 4045

Other funds holding TAX

SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return

Ladenburg Thalmann Financial Services's TAX Position: Q3 2018 in Review

Ladenburg Thalmann Financial Services sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 200 shares — an estimated $2K sold.

Ladenburg Thalmann Financial Services first reported a position in TAX in Q2 2014 and held it in 13 quarters. The position peaked at $5K in Q2 2017. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

  • Ladenburg Thalmann Financial Services reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 200 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $2K.
  • Ladenburg Thalmann Financial Services first reported a position in Liberty Tax, Inc. Class A in Q2 2014 and held it in 13 quarters.
  • Ladenburg Thalmann Financial Services's Liberty Tax, Inc. Class A position peaked at $5K in Q2 2017.
  • 12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2018, filed 14 Nov 2018.