TCIM
TAX

TIAA CREF Investment Management’s Liberty Tax, Inc. Class A TAX Stock Holding History

TIAA CREF Investment 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
Q2 		– Sell
-18,286
Closed -$185K – 3178
2018
Q1 		$185K Buy
18,286
+991
+6% +$9.97K ﹤0.01% 2982
2017
Q4 		$190K Buy
17,295
+1,369
+9% +$17.1K ﹤0.01% 3005
2017
Q3 		$229K Hold
15,926
– – ﹤0.01% 3031
2017
Q2 		$206K Sell
15,926
-2,950
-16% -$40.9K ﹤0.01% 3084
2017
Q1 		$269K Buy
18,876
+795
+4% +$11.3K ﹤0.01% 2944
2016
Q4 		$242K Sell
18,081
-2,546
-12% -$32.5K ﹤0.01% 3015
2016
Q3 		$264 Hold
20,627
– – ﹤0.01% 3017
2016
Q2 		$275K Buy
20,627
+8,028
+64% +$107K ﹤0.01% 3050
2016
Q1 		$247K Sell
12,599
-2,610
-17% -$49.4K ﹤0.01% 2950
2015
Q4 		$362K Hold
15,209
– – ﹤0.01% 2980
2015
Q3 		$354K Buy
15,209
+2,610
+21% +$63.5K ﹤0.01% 2970
2015
Q2 		$312K Sell
12,599
-599
-5% -$15.1K ﹤0.01% 3065
2015
Q1 		$367K Hold
13,198
– – ﹤0.01% 2985
2014
Q4 		$472K Sell
13,198
-2,630
-17% -$95.6K ﹤0.01% 2983
2014
Q3 		$511K Buy
+15,828
New +$539K ﹤0.01% 2966
2014
Q2 		– Sell
-18,829
Closed -$522K – 3222
2014
Q1 		$522K Sell
18,829
-1,077
-5% -$27.9K ﹤0.01% 2924
2013
Q4 		$484K Buy
19,906
+1,077
+6% +$23.1K ﹤0.01% 2969
2013
Q3 		$357K Buy
18,829
+252
+1% +$4.39K ﹤0.01% 3010
2013
Q2 		$302K Buy
+18,577
New +$308K ﹤0.01% 3025

Other funds holding TAX

CC
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TIAA CREF Investment Management's TAX Position: Q2 2018 in Review

TIAA CREF Investment Management sold out of Liberty Tax, Inc. Class A (TAX) in Q2 2018, closing a stake of 18,286 shares — an estimated $185K sold.

TIAA CREF Investment Management first reported a position in TAX in Q2 2013 and held it in 19 quarters. The position peaked at $522K in Q1 2014. 62 funds tracked by Wall St. Rank hold TAX as of Q2 2018.

  • TIAA CREF Investment Management reported no remaining Liberty Tax, Inc. Class A position as of Q2 2018 after selling out during the quarter.
  • TIAA CREF Investment Management sold 18,286 Liberty Tax, Inc. Class A shares in Q2 2018, an estimated $185K.
  • TIAA CREF Investment Management first reported a position in Liberty Tax, Inc. Class A in Q2 2013 and held it in 19 quarters.
  • TIAA CREF Investment Management's Liberty Tax, Inc. Class A position peaked at $522K in Q1 2014.
  • 62 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q2 2018.

Based on TIAA CREF Investment Management's 13F filing for Q2 2018, filed 14 Aug 2018.