SS
TAX

Simplicity Solutions’s Liberty Tax, Inc. Class A TAX Stock Holding History

Simplicity Solutions’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
2016
Q1 		– Sell
-23,910
Closed -$570K – 590
2015
Q4 		$570K Buy
+23,910
New +$543K 0.07% 417

Other funds holding TAX

NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Simplicity Solutions's TAX Position: Q1 2016 in Review

Simplicity Solutions sold out of Liberty Tax, Inc. Class A (TAX) in Q1 2016, closing a stake of 23,910 shares — an estimated $570K sold.

Simplicity Solutions first reported a position in TAX in Q4 2015 and held it in 1 quarter. The position peaked at $570K in Q4 2015. 60 funds tracked by Wall St. Rank hold TAX as of Q1 2016.

  • Simplicity Solutions reported no remaining Liberty Tax, Inc. Class A position as of Q1 2016 after selling out during the quarter.
  • Simplicity Solutions sold 23,910 Liberty Tax, Inc. Class A shares in Q1 2016, an estimated $570K.
  • Simplicity Solutions first reported a position in Liberty Tax, Inc. Class A in Q4 2015 and held it in 1 quarter.
  • Simplicity Solutions's Liberty Tax, Inc. Class A position peaked at $570K in Q4 2015.
  • 60 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q1 2016.

Based on Simplicity Solutions's 13F filing for Q1 2016, filed 26 Apr 2016.