Two Sigma Advisers
TAX

Two Sigma Advisers’s Liberty Tax, Inc. Class A TAX Stock Holding History

Two Sigma Advisers’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
-35,100
Closed -$283K – 2512
2018
Q2 		$283K Buy
35,100
+2,000
+6% +$19.8K ﹤0.01% 2114
2018
Q1 		$334K Sell
33,100
-200
-0.6% -$2.01K ﹤0.01% 1973
2017
Q4 		$366K Buy
33,300
+6,100
+22% +$76.4K ﹤0.01% 1877
2017
Q3 		$392K Sell
27,200
-2,900
-10% -$40.3K ﹤0.01% 1832
2017
Q2 		$390K Sell
30,100
-1,700
-5% -$23.6K ﹤0.01% 1879
2017
Q1 		$453K Sell
31,800
-700
-2% -$9.95K ﹤0.01% 1939
2016
Q4 		$436K Buy
32,500
+13,300
+69% +$170K ﹤0.01% 1934
2016
Q3 		$245K Sell
19,200
-600
-3% -$8.12K ﹤0.01% 1963
2016
Q2 		$264K Buy
+19,800
New +$264K ﹤0.01% 1768

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

Two Sigma Advisers's TAX Position: Q3 2018 in Review

Two Sigma Advisers sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 35,100 shares — an estimated $283K sold.

Two Sigma Advisers first reported a position in TAX in Q2 2016 and held it in 9 quarters. The position peaked at $453K in Q1 2017. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

  • Two Sigma Advisers reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
  • Two Sigma Advisers sold 35,100 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $283K.
  • Two Sigma Advisers first reported a position in Liberty Tax, Inc. Class A in Q2 2016 and held it in 9 quarters.
  • Two Sigma Advisers's Liberty Tax, Inc. Class A position peaked at $453K in Q1 2017.
  • 12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on Two Sigma Advisers's 13F filing for Q3 2018, filed 14 Nov 2018.