TRCT
TAX

Tower Research Capital (TRC)’s Liberty Tax, Inc. Class A TAX Stock Holding History

Tower Research Capital (TRC)’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
Q3 		– Sell
-621
Closed -$5K – 4598
2018
Q2 		$5K Sell
621
-1,598
-72% -$15.9K ﹤0.01% 3106
2018
Q1 		$22K Buy
2,219
+1,326
+148% +$13.3K ﹤0.01% 2131
2017
Q4 		$10K Sell
893
-12
-1% -$150 ﹤0.01% 2592
2017
Q3 		$13K Sell
905
-3,843
-81% -$53.4K ﹤0.01% 2976
2017
Q2 		$61K Buy
4,748
+3,537
+292% +$49K 0.01% 670
2017
Q1 		$17K Sell
1,211
-6,114
-83% -$86.9K ﹤0.01% 1416
2016
Q4 		$98K Buy
7,325
+6,702
+1,076% +$85.7K 0.01% 984
2016
Q3 		$8K Buy
623
+57
+10% +$771 ﹤0.01% 2273
2016
Q2 		$8K Buy
566
+167
+42% +$2.22K ﹤0.01% 3074
2016
Q1 		$8K Buy
399
+261
+189% +$4.95K ﹤0.01% 2290
2015
Q4 		$3K Sell
138
-62
-31% -$1.41K ﹤0.01% 3596
2015
Q3 		$5K Sell
200
-132
-40% -$3.21K ﹤0.01% 2866
2015
Q2 		$8K Sell
332
-779
-70% -$19.6K ﹤0.01% 2940
2015
Q1 		$30K Buy
1,111
+861
+344% +$28.1K ﹤0.01% 1917
2014
Q4 		$9K Sell
250
-172
-41% -$6.25K ﹤0.01% 2289
2014
Q3 		$14K Buy
+422
New +$14.4K ﹤0.01% 2613
2014
Q2 		– Sell
-354
Closed -$10K – 4968
2014
Q1 		$10K Sell
354
-1,978
-85% -$51.3K ﹤0.01% 2645
2013
Q4 		$57K Buy
2,332
+1,367
+142% +$29.3K 0.01% 1279
2013
Q3 		$18K Sell
965
-2,383
-71% -$41.5K ﹤0.01% 2790
2013
Q2 		$54K Buy
+3,348
New +$55.6K ﹤0.01% 877

Other funds holding TAX

SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

Tower Research Capital (TRC)'s TAX Position: Q3 2018 in Review

Tower Research Capital (TRC) sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 621 shares — an estimated $5K sold.

Tower Research Capital (TRC) first reported a position in TAX in Q2 2013 and held it in 20 quarters. The position peaked at $98K in Q4 2016. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

  • Tower Research Capital (TRC) reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 621 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $5K.
  • Tower Research Capital (TRC) first reported a position in Liberty Tax, Inc. Class A in Q2 2013 and held it in 20 quarters.
  • Tower Research Capital (TRC)'s Liberty Tax, Inc. Class A position peaked at $98K in Q4 2016.
  • 12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on Tower Research Capital (TRC)'s 13F filing for Q3 2018, filed 13 Nov 2018.