RFC
TAX

Russell Frank Company’s Liberty Tax, Inc. Class A TAX Stock Holding History

Russell Frank Company’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
2013
Q4 		– Sell
-143
Closed -$3K – 3228
2013
Q3 		$3K Buy
+143
New +$2.49K ﹤0.01% 3351

Other funds holding TAX

TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
KCM
Keane Capital Management Charlotte, North Carolina $9.5M AUM 10% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
ZCG
Zesiger Capital Group New York $59.2M AUM 3.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Russell Frank Company's TAX Position: Q4 2013 in Review

Russell Frank Company sold out of Liberty Tax, Inc. Class A (TAX) in Q4 2013, closing a stake of 143 shares — an estimated $3K sold.

Russell Frank Company first reported a position in TAX in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 43 funds tracked by Wall St. Rank hold TAX as of Q4 2013.

  • Russell Frank Company reported no remaining Liberty Tax, Inc. Class A position as of Q4 2013 after selling out during the quarter.
  • Russell Frank Company sold 143 Liberty Tax, Inc. Class A shares in Q4 2013, an estimated $3K.
  • Russell Frank Company first reported a position in Liberty Tax, Inc. Class A in Q3 2013 and held it in 1 quarter.
  • Russell Frank Company's Liberty Tax, Inc. Class A position peaked at $3K in Q3 2013.
  • 43 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2013.

Based on Russell Frank Company's 13F filing for Q4 2013, filed 14 Feb 2014.