RHJA
TAX

Rice Hall James & Associates’s Liberty Tax, Inc. Class A TAX Stock Holding History

Rice Hall James & Associates’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
2015
Q2 		– Sell
-43,742
Closed -$1.22M – 341
2015
Q1 		$1.22M Buy
+43,742
New +$1.43M 0.07% 243

Other funds holding TAX

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rice Hall James & Associates's TAX Position: Q2 2015 in Review

Rice Hall James & Associates sold out of Liberty Tax, Inc. Class A (TAX) in Q2 2015, closing a stake of 43,742 shares — an estimated $1.22M sold.

Rice Hall James & Associates first reported a position in TAX in Q1 2015 and held it in 1 quarter. The position peaked at $1.22M in Q1 2015. 60 funds tracked by Wall St. Rank hold TAX as of Q2 2015.

  • Rice Hall James & Associates reported no remaining Liberty Tax, Inc. Class A position as of Q2 2015 after selling out during the quarter.
  • Rice Hall James & Associates sold 43,742 Liberty Tax, Inc. Class A shares in Q2 2015, an estimated $1.22M.
  • Rice Hall James & Associates first reported a position in Liberty Tax, Inc. Class A in Q1 2015 and held it in 1 quarter.
  • Rice Hall James & Associates's Liberty Tax, Inc. Class A position peaked at $1.22M in Q1 2015.
  • 60 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q2 2015.

Based on Rice Hall James & Associates's 13F filing for Q2 2015, filed 31 Jul 2015.