UBS Group
TAX

UBS Group’s Liberty Tax, Inc. Class A TAX Stock Holding History

UBS Group’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
Closed -$1K – 8577
2018
Q2 		$1K Buy
+75
New +$744 ﹤0.01% 7914
2018
Q1 		– Sell
-1,404
Closed -$15K – 8453
2017
Q4 		$15K Buy
1,404
+908
+183% +$11.4K ﹤0.01% 6783
2017
Q3 		$7K Buy
+496
New +$6.89K ﹤0.01% 7113
2017
Q2 		– Sell
-217
Closed -$3K – 8247
2017
Q1 		$3K Sell
217
-1,181
-84% -$16.8K ﹤0.01% 7241
2016
Q4 		$19K Buy
1,398
+1,030
+280% +$13.2K ﹤0.01% 6560
2016
Q3 		$5K Sell
368
-625
-63% -$8.46K ﹤0.01% 7160
2016
Q2 		$13K Sell
993
-221
-18% -$2.94K ﹤0.01% 6648
2016
Q1 		$24K Buy
1,214
+1,062
+699% +$20.1K ﹤0.01% 6074
2015
Q4 		$4K Buy
+152
New +$3.46K ﹤0.01% 7815
2015
Q3 		– Sell
-578
Closed -$14K – 8836
2015
Q2 		$14K Sell
578
-422
-42% -$10.6K ﹤0.01% 7214
2015
Q1 		$28K Sell
1,000
-945
-49% -$30.8K ﹤0.01% 6634
2014
Q4 		$69K Buy
+1,945
New +$70.7K ﹤0.01% 6093

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

UBS Group's TAX Position: Q3 2018 in Review

UBS Group sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 75 shares — an estimated $1K sold.

UBS Group first reported a position in TAX in Q4 2014 and held it in 12 quarters. The position peaked at $69K in Q4 2014. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

  • UBS Group reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
  • UBS Group sold 75 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $1K.
  • UBS Group first reported a position in Liberty Tax, Inc. Class A in Q4 2014 and held it in 12 quarters.
  • UBS Group's Liberty Tax, Inc. Class A position peaked at $69K in Q4 2014.
  • 12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on UBS Group's 13F filing for Q3 2018, filed 14 Nov 2018.