MERSOM
TAX

Municipal Employees' Retirement System of Michigan’s Liberty Tax, Inc. Class A TAX Stock Holding History

Municipal Employees' Retirement System of Michigan’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
2017
Q4 		– Sell
-22,250
Closed -$320K – 1728
2017
Q3 		$320K Hold
22,250
– – 0.02% 1400
2017
Q2 		$288K Buy
+22,250
New +$308K 0.01% 1368
2016
Q4 		– Sell
-13,690
Closed -$175K – 1753
2016
Q3 		$175K Hold
13,690
– – 0.01% 1474
2016
Q2 		$182K Buy
13,690
+13,300
+3,410% +$177K 0.01% 1460
2016
Q1 		$8K Buy
+390
New +$7.39K ﹤0.01% 1736

Other funds holding TAX

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan's TAX Position: Q4 2017 in Review

Municipal Employees' Retirement System of Michigan sold out of Liberty Tax, Inc. Class A (TAX) in Q4 2017, closing a stake of 22,250 shares — an estimated $320K sold.

Municipal Employees' Retirement System of Michigan first reported a position in TAX in Q1 2016 and held it in 5 quarters. The position peaked at $320K in Q3 2017. 69 funds tracked by Wall St. Rank hold TAX as of Q4 2017.

  • Municipal Employees' Retirement System of Michigan reported no remaining Liberty Tax, Inc. Class A position as of Q4 2017 after selling out during the quarter.
  • Municipal Employees' Retirement System of Michigan sold 22,250 Liberty Tax, Inc. Class A shares in Q4 2017, an estimated $320K.
  • Municipal Employees' Retirement System of Michigan first reported a position in Liberty Tax, Inc. Class A in Q1 2016 and held it in 5 quarters.
  • Municipal Employees' Retirement System of Michigan's Liberty Tax, Inc. Class A position peaked at $320K in Q3 2017.
  • 69 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2017.

Based on Municipal Employees' Retirement System of Michigan's 13F filing for Q4 2017, filed 15 Feb 2018.