LCM
TAX

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

Lafitte 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
2016
Q1 		– Sell
-100,000
Closed -$2.38M – 18
2015
Q4 		$2.38M Hold
100,000
– – 2.05% 12
2015
Q3 		$2.33M Buy
+100,000
New +$2.43M 1.74% 17

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 $691M AUM 27.96% 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
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Lafitte Capital Management's TAX Position: Q1 2016 in Review

Lafitte Capital Management sold out of Liberty Tax, Inc. Class A (TAX) in Q1 2016, closing a stake of 100,000 shares — an estimated $2.38M sold.

Lafitte Capital Management first reported a position in TAX in Q3 2015 and held it in 2 quarters. The position peaked at $2.38M in Q4 2015. 60 funds tracked by Wall St. Rank hold TAX as of Q1 2016.

  • Lafitte Capital Management reported no remaining Liberty Tax, Inc. Class A position as of Q1 2016 after selling out during the quarter.
  • Lafitte Capital Management sold 100,000 Liberty Tax, Inc. Class A shares in Q1 2016, an estimated $2.38M.
  • Lafitte Capital Management first reported a position in Liberty Tax, Inc. Class A in Q3 2015 and held it in 2 quarters.
  • Lafitte Capital Management's Liberty Tax, Inc. Class A position peaked at $2.38M in Q4 2015.
  • 60 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q1 2016.

Based on Lafitte Capital Management's 13F filing for Q1 2016, filed 16 May 2016.