MFS
TAX

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

MSI 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
2016
Q4 		$4K Hold
329
– – ﹤0.01% 3289
2016
Q3 		$4K Sell
329
-11,347
-97% -$154K ﹤0.01% 3282
2016
Q2 		$156K Sell
11,676
-338
-3% -$4.5K 0.01% 1156
2016
Q1 		$235K Buy
+12,014
New +$228K 0.01% 910

Other funds holding TAX

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
NA
NS Advisors Westport, Connecticut $71M AUM 25.21% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

MSI Financial Services's TAX Position: Q4 2016 in Review

MSI Financial Services held its Liberty Tax, Inc. Class A (TAX) position steady in Q4 2016 at 329 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #3289.

MSI Financial Services first reported a position in TAX in Q1 2016 and has held it in 4 quarters since. The position peaked at $235K in Q1 2016. 62 funds tracked by Wall St. Rank hold TAX as of Q4 2016.

  • MSI Financial Services held 329 shares of Liberty Tax, Inc. Class A worth $4K as of Q4 2016.
  • MSI Financial Services left its Liberty Tax, Inc. Class A share count unchanged in Q4 2016.
  • Liberty Tax, Inc. Class A made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3289 holding.
  • MSI Financial Services first reported a position in Liberty Tax, Inc. Class A in Q1 2016 and has held it in 4 quarters since.
  • MSI Financial Services's Liberty Tax, Inc. Class A position peaked at $235K in Q1 2016.
  • 62 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.