NFA
TAX

Nationwide Fund Advisors’s Liberty Tax, Inc. Class A TAX Stock Holding History

Nationwide Fund Advisors’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
-18,704
Closed -$269K – 2936
2017
Q3 		$269K Buy
18,704
+13,500
+259% +$187K ﹤0.01% 2491
2017
Q2 		$67K Hold
5,204
– – ﹤0.01% 3025
2017
Q1 		$74K Buy
5,204
+1,516
+41% +$21.6K ﹤0.01% 2914
2016
Q4 		$49K Hold
3,688
– – ﹤0.01% 3004
2016
Q3 		$47K Hold
3,688
– – ﹤0.01% 3059
2016
Q2 		$49K Hold
3,688
– – ﹤0.01% 3077
2016
Q1 		$72K Hold
3,688
– – ﹤0.01% 2916
2015
Q4 		$88K Hold
3,688
– – ﹤0.01% 2891
2015
Q3 		$86K Hold
3,688
– – ﹤0.01% 2939
2015
Q2 		$91K Buy
3,688
+977
+36% +$24.6K ﹤0.01% 3036
2015
Q1 		$75K Sell
2,711
-175
-6% -$5.7K ﹤0.01% 3030
2014
Q4 		$103K Hold
2,886
– – ﹤0.01% 2900
2014
Q3 		$93K Sell
2,886
-229
-7% -$7.8K ﹤0.01% 3011
2014
Q2 		$104K Sell
3,115
-438
-12% -$12.2K ﹤0.01% 3016
2014
Q1 		$99K Hold
3,553
– – ﹤0.01% 2740
2013
Q4 		$86K Hold
3,553
– – ﹤0.01% 2990
2013
Q3 		$67K Buy
3,553
+2,138
+151% +$37.2K ﹤0.01% 3020
2013
Q2 		$23K Buy
+1,415
New +$23.5K ﹤0.01% 3075

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 $788M AUM 13.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 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 $481B AUM 30.42% 1-Year Est. Return

Nationwide Fund Advisors's TAX Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Liberty Tax, Inc. Class A (TAX) in Q4 2017, closing a stake of 18,704 shares — an estimated $269K sold.

Nationwide Fund Advisors first reported a position in TAX in Q2 2013 and held it in 18 quarters. The position peaked at $269K in Q3 2017. 69 funds tracked by Wall St. Rank hold TAX as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Liberty Tax, Inc. Class A position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 18,704 Liberty Tax, Inc. Class A shares in Q4 2017, an estimated $269K.
  • Nationwide Fund Advisors first reported a position in Liberty Tax, Inc. Class A in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Liberty Tax, Inc. Class A position peaked at $269K in Q3 2017.
  • 69 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.