MSL
TAX

Mackay Shields LLC’s Liberty Tax, Inc. Class A TAX Stock Holding History

Mackay Shields LLC’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
-39,400
Closed -$398K – 1353
2018
Q1 		$398K Buy
+39,400
New +$396K ﹤0.01% 1149

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

Mackay Shields LLC's TAX Position: Q2 2018 in Review

Mackay Shields LLC sold out of Liberty Tax, Inc. Class A (TAX) in Q2 2018, closing a stake of 39,400 shares — an estimated $398K sold.

Mackay Shields LLC first reported a position in TAX in Q1 2018 and held it in 1 quarter. The position peaked at $398K in Q1 2018. 62 funds tracked by Wall St. Rank hold TAX as of Q2 2018.

  • Mackay Shields LLC reported no remaining Liberty Tax, Inc. Class A position as of Q2 2018 after selling out during the quarter.
  • Mackay Shields LLC sold 39,400 Liberty Tax, Inc. Class A shares in Q2 2018, an estimated $398K.
  • Mackay Shields LLC first reported a position in Liberty Tax, Inc. Class A in Q1 2018 and held it in 1 quarter.
  • Mackay Shields LLC's Liberty Tax, Inc. Class A position peaked at $398K in Q1 2018.
  • 62 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q2 2018.

Based on Mackay Shields LLC's 13F filing for Q2 2018, filed 6 Aug 2018.