PP
TAX

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

Palladium 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
2017
Q2 		– Sell
-11,542
Closed -$165K – 257
2017
Q1 		$165K Buy
11,542
+334
+3% +$4.75K 0.01% 251
2016
Q4 		$150K Buy
+11,208
New +$143K 0.01% 248

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
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Palladium Partners's TAX Position: Q2 2017 in Review

Palladium Partners sold out of Liberty Tax, Inc. Class A (TAX) in Q2 2017, closing a stake of 11,542 shares — an estimated $165K sold.

Palladium Partners first reported a position in TAX in Q4 2016 and held it in 2 quarters. The position peaked at $165K in Q1 2017. 57 funds tracked by Wall St. Rank hold TAX as of Q2 2017.

  • Palladium Partners reported no remaining Liberty Tax, Inc. Class A position as of Q2 2017 after selling out during the quarter.
  • Palladium Partners sold 11,542 Liberty Tax, Inc. Class A shares in Q2 2017, an estimated $165K.
  • Palladium Partners first reported a position in Liberty Tax, Inc. Class A in Q4 2016 and held it in 2 quarters.
  • Palladium Partners's Liberty Tax, Inc. Class A position peaked at $165K in Q1 2017.
  • 57 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q2 2017.

Based on Palladium Partners's 13F filing for Q2 2017, filed 31 Jul 2017.