OP
TAX

Osmium Partners’s Liberty Tax, Inc. Class A TAX Stock Holding History

Osmium Partners’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
2018
Q1 		– Sell
-31,374
Closed -$345K – 21
2017
Q4 		$345K Buy
+31,374
New +$393K 0.22% 16

Other funds holding TAX

CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Osmium Partners's TAX Position: Q1 2018 in Review

Osmium Partners sold out of Liberty Tax, Inc. Class A (TAX) in Q1 2018, closing a stake of 31,374 shares — an estimated $345K sold.

Osmium Partners first reported a position in TAX in Q4 2017 and held it in 1 quarter. The position peaked at $345K in Q4 2017. 62 funds tracked by Wall St. Rank hold TAX as of Q1 2018.

  • Osmium Partners reported no remaining Liberty Tax, Inc. Class A position as of Q1 2018 after selling out during the quarter.
  • Osmium Partners sold 31,374 Liberty Tax, Inc. Class A shares in Q1 2018, an estimated $345K.
  • Osmium Partners first reported a position in Liberty Tax, Inc. Class A in Q4 2017 and held it in 1 quarter.
  • Osmium Partners's Liberty Tax, Inc. Class A position peaked at $345K in Q4 2017.
  • 62 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q1 2018.

Based on Osmium Partners's 13F filing for Q1 2018, filed 15 May 2018.