Macquarie Group’s Liberty Tax, Inc. Class A TAX Stock Holding History

Macquarie 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 Q4	–	Sell	-8	Closed	–	–	2452
2018 Q3	$0	Sell	8 -50,742	-100%	-$459K	﹤0.01%	2372
2018 Q2	$410K	Sell	50,750 -1,900	-4%	-$18.9K	﹤0.01%	1428
2018 Q1	$532K	Buy	52,650 +5,140	+11%	+$51.7K	﹤0.01%	1369
2017 Q4	$523K	Buy	47,510 +13,684	+40%	+$171K	﹤0.01%	1429
2017 Q3	$487K	Buy	+33,826	New	+$470K	﹤0.01%	1455

Other funds holding TAX

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Macquarie Group's TAX Position: Q4 2018 in Review

Macquarie Group sold out of Liberty Tax, Inc. Class A (TAX) in Q4 2018, closing a stake of 8 shares.

Macquarie Group first reported a position in TAX in Q3 2017 and held it in 5 quarters. The position peaked at $532K in Q1 2018. 5 funds tracked by Wall St. Rank hold TAX as of Q4 2018.

Macquarie Group reported no remaining Liberty Tax, Inc. Class A position as of Q4 2018 after selling out during the quarter.
Macquarie Group sold 8 Liberty Tax, Inc. Class A shares in Q4 2018.
Macquarie Group first reported a position in Liberty Tax, Inc. Class A in Q3 2017 and held it in 5 quarters.
Macquarie Group's Liberty Tax, Inc. Class A position peaked at $532K in Q1 2018.
5 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2018.

Based on Macquarie Group's 13F filing for Q4 2018, filed 15 Feb 2019.