Rutabaga Capital Management’s Liberty Tax, Inc. Class A TAX Stock Holding History

Rutabaga Capital Management’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 Q1	–	Sell	-159,560	Closed	-$1.75M	–	53
2017 Q4	$1.75M	Sell	159,560 -262,551	-62%	-$3.29M	0.4%	45
2017 Q3	$6.08M	Sell	422,111 -245,274	-37%	-$3.41M	1.3%	25
2017 Q2	$8.64M	Sell	667,385 -124,928	-16%	-$1.73M	1.61%	30
2017 Q1	$11.3M	Buy	792,313 +115,906	+17%	+$1.65M	1.88%	20
2016 Q4	$9.06M	Buy	676,407 +118,820	+21%	+$1.52M	1.56%	33
2016 Q3	$7.13M	Buy	557,587 +442,916	+386%	+$5.99M	1.35%	39
2016 Q2	$1.53M	Buy	+114,671	New	+$1.53M	0.28%	56

Other funds holding TAX

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Rutabaga Capital Management's TAX Position: Q1 2018 in Review

Rutabaga Capital Management sold out of Liberty Tax, Inc. Class A (TAX) in Q1 2018, closing a stake of 159,560 shares — an estimated $1.75M sold.

Rutabaga Capital Management first reported a position in TAX in Q2 2016 and held it in 7 quarters. The position peaked at $11.3M in Q1 2017. 62 funds tracked by Wall St. Rank hold TAX as of Q1 2018.

Rutabaga Capital Management reported no remaining Liberty Tax, Inc. Class A position as of Q1 2018 after selling out during the quarter.
Rutabaga Capital Management sold 159,560 Liberty Tax, Inc. Class A shares in Q1 2018, an estimated $1.75M.
Rutabaga Capital Management first reported a position in Liberty Tax, Inc. Class A in Q2 2016 and held it in 7 quarters.
Rutabaga Capital Management's Liberty Tax, Inc. Class A position peaked at $11.3M in Q1 2017.
62 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q1 2018.

Based on Rutabaga Capital Management's 13F filing for Q1 2018, filed 26 Apr 2018.