STRS Ohio’s Liberty Tax, Inc. Class A TAX Stock Holding History

STRS Ohio’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 Q2	–	Sell	-3,400	Closed	-$34K	–	2238
2018 Q1	$34K	Hold	3,400	–	–	﹤0.01%	1785
2017 Q4	$37K	Hold	3,400	–	–	﹤0.01%	1784
2017 Q3	$48K	Buy	+3,400	New	+$47.2K	﹤0.01%	1793
2013 Q4	–	Sell	-1,700	Closed	-$32K	–	1868
2013 Q3	$32K	Sell	1,700 -400	-19%	-$6.97K	﹤0.01%	1762
2013 Q2	$34K	Buy	+2,100	New	+$34.8K	﹤0.01%	1772

Other funds holding TAX

Cannell Capital Alta, Wyoming $163M AUM 40.62% 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 $788M AUM 13.82% 1-Year Est. Return

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

Continental Advisors Park City, Utah $196M AUM 24.19% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

STRS Ohio's TAX Position: Q2 2018 in Review

STRS Ohio sold out of Liberty Tax, Inc. Class A (TAX) in Q2 2018, closing a stake of 3,400 shares — an estimated $34K sold.

STRS Ohio first reported a position in TAX in Q2 2013 and held it in 5 quarters. The position peaked at $48K in Q3 2017. 62 funds tracked by Wall St. Rank hold TAX as of Q2 2018.

STRS Ohio reported no remaining Liberty Tax, Inc. Class A position as of Q2 2018 after selling out during the quarter.
STRS Ohio sold 3,400 Liberty Tax, Inc. Class A shares in Q2 2018, an estimated $34K.
STRS Ohio first reported a position in Liberty Tax, Inc. Class A in Q2 2013 and held it in 5 quarters.
STRS Ohio's Liberty Tax, Inc. Class A position peaked at $48K in Q3 2017.
62 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q2 2018.

Based on STRS Ohio's 13F filing for Q2 2018, filed 6 Aug 2018.