Two Sigma Investments
TAX

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

Two Sigma Investments’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
-75,165
Closed -$607K – 3842
2018
Q2 		$607K Buy
75,165
+6,408
+9% +$63.6K ﹤0.01% 2520
2018
Q1 		$694K Buy
68,757
+9,229
+16% +$92.9K ﹤0.01% 2255
2017
Q4 		$655K Buy
59,528
+48,198
+425% +$604K ﹤0.01% 2250
2017
Q3 		$163K Buy
+11,330
New +$157K ﹤0.01% 2620
2017
Q2 		– Sell
-31,195
Closed -$445K – 3474
2017
Q1 		$445K Sell
31,195
-17,633
-36% -$251K ﹤0.01% 2407
2016
Q4 		$654K Buy
48,828
+17,391
+55% +$222K ﹤0.01% 2317
2016
Q3 		$402K Sell
31,437
-22,424
-42% -$303K ﹤0.01% 2569
2016
Q2 		$717K Buy
+53,861
New +$717K ﹤0.01% 1992
2015
Q3 		– Sell
-23,206
Closed -$574K – 3012
2015
Q2 		$574K Sell
23,206
-3,588
-13% -$90.5K ﹤0.01% 2027
2015
Q1 		$746K Buy
+26,794
New +$873K ﹤0.01% 1753
2014
Q4 		– Sell
-6,700
Closed -$216K – 2475
2014
Q3 		$216K Buy
+6,700
New +$228K ﹤0.01% 1579

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 Investments's TAX Position: Q3 2018 in Review

Two Sigma Investments sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 75,165 shares — an estimated $607K sold.

Two Sigma Investments first reported a position in TAX in Q3 2014 and held it in 11 quarters. The position peaked at $746K in Q1 2015. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

  • Two Sigma Investments reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
  • Two Sigma Investments sold 75,165 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $607K.
  • Two Sigma Investments first reported a position in Liberty Tax, Inc. Class A in Q3 2014 and held it in 11 quarters.
  • Two Sigma Investments's Liberty Tax, Inc. Class A position peaked at $746K in Q1 2015.
  • 12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

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