Nisa Investment Advisors
TAX

Nisa Investment Advisors’s Liberty Tax, Inc. Class A TAX Stock Holding History

Nisa Investment 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
2019
Q3 		– Sell
-600
Closed -$6K – 2096
2019
Q2 		$6K Hold
600
– – ﹤0.01% 1886
2019
Q1 		$6K Hold
600
– – ﹤0.01% 1893
2018
Q4 		$7K Hold
600
– – ﹤0.01% 1752
2018
Q3 		$7K Hold
600
– – ﹤0.01% 1830
2018
Q2 		$5K Hold
600
– – ﹤0.01% 1842
2018
Q1 		$6K Hold
600
– – ﹤0.01% 1786
2017
Q4 		$7K Hold
600
– – ﹤0.01% 1799
2017
Q3 		$9K Hold
600
– – ﹤0.01% 1768
2017
Q2 		$8K Sell
600
-300
-33% -$4.16K ﹤0.01% 1773
2017
Q1 		$13K Buy
+900
New +$12.8K ﹤0.01% 1599

Other funds holding TAX

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

Nisa Investment Advisors's TAX Position: Q3 2019 in Review

Nisa Investment Advisors sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2019, closing a stake of 600 shares — an estimated $6K sold.

Nisa Investment Advisors first reported a position in TAX in Q1 2017 and held it in 10 quarters. The position peaked at $13K in Q1 2017. 1 fund tracked by Wall St. Rank holds TAX as of Q3 2019.

  • Nisa Investment Advisors reported no remaining Liberty Tax, Inc. Class A position as of Q3 2019 after selling out during the quarter.
  • Nisa Investment Advisors sold 600 Liberty Tax, Inc. Class A shares in Q3 2019, an estimated $6K.
  • Nisa Investment Advisors first reported a position in Liberty Tax, Inc. Class A in Q1 2017 and held it in 10 quarters.
  • Nisa Investment Advisors's Liberty Tax, Inc. Class A position peaked at $13K in Q1 2017.
  • 1 fund tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2019.

Based on Nisa Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.