Legal & General Group
TAX

Legal & General Group’s Liberty Tax, Inc. Class A TAX Stock Holding History

Legal & General Group’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
Q2 		– Sell
-1,229
Closed -$12K – 3440
2018
Q1 		$12K Hold
1,229
– – ﹤0.01% 3203
2017
Q4 		$14K Hold
1,229
– – ﹤0.01% 3213
2017
Q3 		$18K Hold
1,229
– – ﹤0.01% 3198
2017
Q2 		$16K Hold
1,229
– – ﹤0.01% 3254
2017
Q1 		$18K Buy
1,229
+566
+85% +$8.05K ﹤0.01% 3108
2016
Q4 		$9K Buy
+663
New +$8.47K ﹤0.01% 3236

Other funds holding TAX

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $196M AUM 24.19% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legal & General Group's TAX Position: Q2 2018 in Review

Legal & General Group sold out of Liberty Tax, Inc. Class A (TAX) in Q2 2018, closing a stake of 1,229 shares — an estimated $12K sold.

Legal & General Group first reported a position in TAX in Q4 2016 and held it in 6 quarters. The position peaked at $18K in Q3 2017. 62 funds tracked by Wall St. Rank hold TAX as of Q2 2018.

  • Legal & General Group reported no remaining Liberty Tax, Inc. Class A position as of Q2 2018 after selling out during the quarter.
  • Legal & General Group sold 1,229 Liberty Tax, Inc. Class A shares in Q2 2018, an estimated $12K.
  • Legal & General Group first reported a position in Liberty Tax, Inc. Class A in Q4 2016 and held it in 6 quarters.
  • Legal & General Group's Liberty Tax, Inc. Class A position peaked at $18K in Q3 2017.
  • 62 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q2 2018.

Based on Legal & General Group's 13F filing for Q2 2018, filed 10 Aug 2018.