U
TAX

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

UBS’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
2014
Q3 		$92K Buy
2,859
+1,359
+91% +$46.3K ﹤0.01% 6091
2014
Q2 		$50K Sell
1,500
-214
-12% -$5.98K ﹤0.01% 6873
2014
Q1 		$48K Sell
1,714
-637
-27% -$16.5K ﹤0.01% 6898
2013
Q4 		$57K Buy
2,351
+193
+9% +$4.14K ﹤0.01% 6794
2013
Q3 		$40K Buy
2,158
+658
+44% +$11.5K ﹤0.01% 7153
2013
Q2 		$24K Buy
+1,500
New +$24.9K ﹤0.01% 7681

Other funds holding TAX

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
ZCG
Zesiger Capital Group New York $59.2M AUM 3.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
TCM
Tygh Capital Management Portland, Oregon $782M AUM 39.44% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
CAD
Craig A. Drill $24.4M AUM 13.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

UBS's TAX Position: Q3 2014 in Review

UBS increased its Liberty Tax, Inc. Class A (TAX) stake by 91% in Q3 2014, buying an estimated $46.3K and bringing the position to 2,859 shares worth $92K. The position accounts for ﹤0.01% of the portfolio, ranked #6091.

UBS first reported a position in TAX in Q2 2013 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold TAX as of Q3 2014.

  • UBS held 2,859 shares of Liberty Tax, Inc. Class A worth $92K as of Q3 2014.
  • UBS bought 1,359 Liberty Tax, Inc. Class A shares in Q3 2014, an estimated $46.3K.
  • Liberty Tax, Inc. Class A made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6091 holding.
  • UBS first reported a position in Liberty Tax, Inc. Class A in Q2 2013 and has held it in 6 quarters since.
  • 65 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.