TCM
TAX

Tieton Capital Management’s Liberty Tax, Inc. Class A TAX Stock Holding History

Tieton Capital 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
Q1 		– Sell
-321,500
Closed -$3.54M – 30
2017
Q4 		$3.54M Sell
321,500
-5,510
-2% -$69K 3.04% 18
2017
Q3 		$4.71M Sell
327,010
-22,120
-6% -$307K 4.05% 11
2017
Q2 		$4.52M Sell
349,130
-39,270
-10% -$544K 4.17% 9
2017
Q1 		$5.54M Sell
388,400
-6,630
-2% -$94.3K 4.8% 7
2016
Q4 		$5.29M Buy
+395,030
New +$5.05M 4.13% 8

Other funds holding TAX

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Tieton Capital Management's TAX Position: Q1 2018 in Review

Tieton Capital Management sold out of Liberty Tax, Inc. Class A (TAX) in Q1 2018, closing a stake of 321,500 shares — an estimated $3.54M sold.

Tieton Capital Management first reported a position in TAX in Q4 2016 and held it in 5 quarters. The position peaked at $5.54M in Q1 2017. 62 funds tracked by Wall St. Rank hold TAX as of Q1 2018.

  • Tieton Capital Management reported no remaining Liberty Tax, Inc. Class A position as of Q1 2018 after selling out during the quarter.
  • Tieton Capital Management sold 321,500 Liberty Tax, Inc. Class A shares in Q1 2018, an estimated $3.54M.
  • Tieton Capital Management first reported a position in Liberty Tax, Inc. Class A in Q4 2016 and held it in 5 quarters.
  • Tieton Capital Management's Liberty Tax, Inc. Class A position peaked at $5.54M in Q1 2017.
  • 62 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q1 2018.

Based on Tieton Capital Management's 13F filing for Q1 2018, filed 10 May 2018.