NA
TAX

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

NS 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
2016
Q4 		$3.1M Buy
+231,439
New +$2.96M 4.37% 11

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 $196M AUM 24.19% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NS Advisors's TAX Position: Q4 2016 in Review

NS Advisors opened a new position in Liberty Tax, Inc. Class A (TAX) in Q4 2016: 231,439 shares worth $3.1M. The stake represents 4.37% of the portfolio and ranks #11 among its holdings.

62 funds tracked by Wall St. Rank hold TAX as of Q4 2016.

  • NS Advisors held 231,439 shares of Liberty Tax, Inc. Class A worth $3.1M as of Q4 2016.
  • Liberty Tax, Inc. Class A was a new NS Advisors position in Q4 2016.
  • Liberty Tax, Inc. Class A made up 4.37% of NS Advisors's portfolio in Q4 2016, its #11 holding.
  • 62 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2016.

Based on NS Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.