SSG
TAX

Summit Securities Group’s Liberty Tax, Inc. Class A TAX Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-39,725
Closed -$529K – 312
2016
Q2 		$529K Buy
+39,725
New +$529K 0.28% 85

Other funds holding TAX

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $196M AUM 24.19% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Summit Securities Group's TAX Position: Q3 2016 in Review

Summit Securities Group sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2016, closing a stake of 39,725 shares — an estimated $529K sold.

Summit Securities Group first reported a position in TAX in Q2 2016 and held it in 1 quarter. The position peaked at $529K in Q2 2016. 59 funds tracked by Wall St. Rank hold TAX as of Q3 2016.

  • Summit Securities Group reported no remaining Liberty Tax, Inc. Class A position as of Q3 2016 after selling out during the quarter.
  • Summit Securities Group sold 39,725 Liberty Tax, Inc. Class A shares in Q3 2016, an estimated $529K.
  • Summit Securities Group first reported a position in Liberty Tax, Inc. Class A in Q2 2016 and held it in 1 quarter.
  • Summit Securities Group's Liberty Tax, Inc. Class A position peaked at $529K in Q2 2016.
  • 59 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2016.

Based on Summit Securities Group's 13F filing for Q3 2016, filed 7 Nov 2016.