SWM
TAX

SeaCrest Wealth Management’s Liberty Tax, Inc. Class A TAX Stock Holding History

SeaCrest Wealth 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
Q3 		– Sell
-6,620
Closed -$53K – 2395
2018
Q2 		$53K Hold
6,620
– – 0.01% 963
2018
Q1 		$67K Hold
6,620
– – 0.01% 842
2017
Q4 		$73K Buy
+6,620
New +$82.9K 0.01% 825

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
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 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 $93.1B AUM 28.26% 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
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

SeaCrest Wealth Management's TAX Position: Q3 2018 in Review

SeaCrest Wealth Management sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 6,620 shares — an estimated $53K sold.

SeaCrest Wealth Management first reported a position in TAX in Q4 2017 and held it in 3 quarters. The position peaked at $73K in Q4 2017. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

  • SeaCrest Wealth Management reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 6,620 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $53K.
  • SeaCrest Wealth Management first reported a position in Liberty Tax, Inc. Class A in Q4 2017 and held it in 3 quarters.
  • SeaCrest Wealth Management's Liberty Tax, Inc. Class A position peaked at $73K in Q4 2017.
  • 12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on SeaCrest Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.