SCP
TAX

Seizert Capital Partners’s Liberty Tax, Inc. Class A TAX Stock Holding History

Seizert Capital Partners’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
-60,598
Closed -$612K – 261
2018
Q2 		$612K Hold
60,598
– – 0.02% 147
2018
Q1 		$612K Hold
60,598
– – 0.02% 147
2017
Q4 		$667K Buy
60,598
+3,991
+7% +$50K 0.02% 135
2017
Q3 		$815K Buy
56,607
+23,286
+70% +$323K 0.03% 138
2017
Q2 		$432K Buy
33,321
+1,637
+5% +$22.7K 0.02% 169
2017
Q1 		$451K Hold
31,684
– – 0.02% 169
2016
Q4 		$425K Buy
+31,684
New +$405K 0.02% 183

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 $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 $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

Seizert Capital Partners's TAX Position: Q3 2018 in Review

Seizert Capital Partners sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 60,598 shares — an estimated $612K sold.

Seizert Capital Partners first reported a position in TAX in Q4 2016 and held it in 7 quarters. The position peaked at $815K in Q3 2017. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

  • Seizert Capital Partners reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
  • Seizert Capital Partners sold 60,598 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $612K.
  • Seizert Capital Partners first reported a position in Liberty Tax, Inc. Class A in Q4 2016 and held it in 7 quarters.
  • Seizert Capital Partners's Liberty Tax, Inc. Class A position peaked at $815K in Q3 2017.
  • 12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on Seizert Capital Partners's 13F filing for Q3 2018, filed 9 Nov 2018.