Royal Bank of Canada
TAX

Royal Bank of Canada’s Liberty Tax, Inc. Class A TAX Stock Holding History

Royal Bank of Canada’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
-2,796
Closed -$22K – 7207
2018
Q2 		$22K Buy
2,796
+51
+2% +$506 ﹤0.01% 5507
2018
Q1 		$28K Sell
2,745
-42
-2% -$423 ﹤0.01% 5325
2017
Q4 		$30K Sell
2,787
-503
-15% -$6.3K ﹤0.01% 5417
2017
Q3 		$48K Buy
3,290
+532
+19% +$7.39K ﹤0.01% 5445
2017
Q2 		$36K Sell
2,758
-158
-5% -$2.19K ﹤0.01% 5285
2017
Q1 		$41K Buy
2,916
+2,373
+437% +$33.7K ﹤0.01% 5255
2016
Q4 		$7K Buy
+543
New +$6.94K ﹤0.01% 6233
2016
Q1 		– Sell
-19
Closed – – 6860
2015
Q4 		$0 Sell
19
-256
-93% -$5.82K ﹤0.01% 7000
2015
Q3 		$6K Sell
275
-83
-23% -$2.02K ﹤0.01% 6122
2015
Q2 		$9K Buy
+358
New +$9.03K ﹤0.01% 6106
2015
Q1 		– Sell
-62
Closed -$2K – 6570
2014
Q4 		$2K Buy
+62
New +$2.25K ﹤0.01% 6001
2013
Q4 		– Sell
-78
Closed -$1K – 6299
2013
Q3 		$1K Buy
+78
New +$1.36K ﹤0.01% 5999

Other funds holding TAX

SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 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 $32B AUM 32.86% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return

Royal Bank of Canada's TAX Position: Q3 2018 in Review

Royal Bank of Canada sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 2,796 shares — an estimated $22K sold.

Royal Bank of Canada first reported a position in TAX in Q3 2013 and held it in 12 quarters. The position peaked at $48K in Q3 2017. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

  • Royal Bank of Canada reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
  • Royal Bank of Canada sold 2,796 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $22K.
  • Royal Bank of Canada first reported a position in Liberty Tax, Inc. Class A in Q3 2013 and held it in 12 quarters.
  • Royal Bank of Canada's Liberty Tax, Inc. Class A position peaked at $48K in Q3 2017.
  • 12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on Royal Bank of Canada's 13F filing for Q3 2018, filed 14 Nov 2018.