Russell Investments Group
TAX

Russell Investments Group’s Liberty Tax, Inc. Class A TAX Stock Holding History

Russell Investments Group’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
Q4 		– Sell
-9,400
Closed -$110K – 3142
2018
Q3 		$110K Buy
+9,400
New +$85K ﹤0.01% 2744
2018
Q1 		– Sell
-3,132
Closed -$35K – 3086
2017
Q4 		$35K Buy
+3,132
New +$39.2K ﹤0.01% 2897

Other funds holding TAX

SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Russell Investments Group's TAX Position: Q4 2018 in Review

Russell Investments Group sold out of Liberty Tax, Inc. Class A (TAX) in Q4 2018, closing a stake of 9,400 shares — an estimated $110K sold.

Russell Investments Group first reported a position in TAX in Q4 2017 and held it in 2 quarters. The position peaked at $110K in Q3 2018. 5 funds tracked by Wall St. Rank hold TAX as of Q4 2018.

  • Russell Investments Group reported no remaining Liberty Tax, Inc. Class A position as of Q4 2018 after selling out during the quarter.
  • Russell Investments Group sold 9,400 Liberty Tax, Inc. Class A shares in Q4 2018, an estimated $110K.
  • Russell Investments Group first reported a position in Liberty Tax, Inc. Class A in Q4 2017 and held it in 2 quarters.
  • Russell Investments Group's Liberty Tax, Inc. Class A position peaked at $110K in Q3 2018.
  • 5 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2018.

Based on Russell Investments Group's 13F filing for Q4 2018, filed 11 Feb 2019.