PCM
TAX

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

Prelude 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
Q1 		– Sell
-193
Closed -$2K – 1866
2017
Q4 		$2K Sell
193
-289
-60% -$3.62K ﹤0.01% 1304
2017
Q3 		$7K Buy
+482
New +$6.69K ﹤0.01% 1482

Other funds holding TAX

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $788M AUM 13.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Prelude Capital Management's TAX Position: Q1 2018 in Review

Prelude Capital Management sold out of Liberty Tax, Inc. Class A (TAX) in Q1 2018, closing a stake of 193 shares — an estimated $2K sold.

Prelude Capital Management first reported a position in TAX in Q3 2017 and held it in 2 quarters. The position peaked at $7K in Q3 2017. 62 funds tracked by Wall St. Rank hold TAX as of Q1 2018.

  • Prelude Capital Management reported no remaining Liberty Tax, Inc. Class A position as of Q1 2018 after selling out during the quarter.
  • Prelude Capital Management sold 193 Liberty Tax, Inc. Class A shares in Q1 2018, an estimated $2K.
  • Prelude Capital Management first reported a position in Liberty Tax, Inc. Class A in Q3 2017 and held it in 2 quarters.
  • Prelude Capital Management's Liberty Tax, Inc. Class A position peaked at $7K in Q3 2017.
  • 62 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q1 2018.

Based on Prelude Capital Management's 13F filing for Q1 2018, filed 15 May 2018.