RNS
TAX

Robert N. Shapiro’s Liberty Tax, Inc. Class A TAX Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$17K Hold
480
– – ﹤0.01% 639
2014
Q3 		$16K Hold
480
– – ﹤0.01% 655
2014
Q2 		$16K Hold
480
– – ﹤0.01% 605
2014
Q1 		$13K Hold
480
– – ﹤0.01% 610
2013
Q4 		$12K Buy
+480
New +$10.3K ﹤0.01% 622

Other funds holding TAX

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NTP
Nine Ten Partners Evanston, Illinois $308M AUM
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tygh Capital Management Portland, Oregon $782M AUM 39.44% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Robert N. Shapiro's TAX Position: Q4 2014 in Review

Robert N. Shapiro held its Liberty Tax, Inc. Class A (TAX) position steady in Q4 2014 at 480 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Robert N. Shapiro first reported a position in TAX in Q4 2013 and has held it in 5 quarters since. 67 funds tracked by Wall St. Rank hold TAX as of Q4 2014.

  • Robert N. Shapiro held 480 shares of Liberty Tax, Inc. Class A worth $17K as of Q4 2014.
  • Robert N. Shapiro left its Liberty Tax, Inc. Class A share count unchanged in Q4 2014.
  • Liberty Tax, Inc. Class A made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #639 holding.
  • Robert N. Shapiro first reported a position in Liberty Tax, Inc. Class A in Q4 2013 and has held it in 5 quarters since.
  • 67 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.