PCM
TAX

Poehling Capital Management’s Liberty Tax, Inc. Class A TAX Stock Holding History

Poehling Capital Management’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
Q3 		– Sell
-59,969
Closed -$484K – 299
2018
Q2 		$484K Sell
59,969
-16,780
-22% -$167K 0.42% 62
2018
Q1 		$775K Buy
+76,749
New +$772K 0.63% 51

Other funds holding TAX

SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

Poehling Capital Management's TAX Position: Q3 2018 in Review

Poehling Capital Management sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 59,969 shares — an estimated $484K sold.

Poehling Capital Management first reported a position in TAX in Q1 2018 and held it in 2 quarters. The position peaked at $775K in Q1 2018. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

  • Poehling Capital Management reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
  • Poehling Capital Management sold 59,969 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $484K.
  • Poehling Capital Management first reported a position in Liberty Tax, Inc. Class A in Q1 2018 and held it in 2 quarters.
  • Poehling Capital Management's Liberty Tax, Inc. Class A position peaked at $775K in Q1 2018.
  • 12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on Poehling Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.