United Capital Financial Advisors’s Liberty Tax, Inc. Class A TAX Stock Holding History

United Capital Financial Advisors’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 Q4	–	Sell	-15,970	Closed	-$186K	–	1408
2018 Q3	$186K	Hold	15,970	–	–	﹤0.01%	1262
2018 Q2	$129K	Hold	15,970	–	–	﹤0.01%	1259
2018 Q1	$161K	Hold	15,970	–	–	﹤0.01%	1252
2017 Q4	$176K	Hold	15,970	–	–	﹤0.01%	1253
2017 Q3	$230K	Hold	15,970	–	–	﹤0.01%	1200
2017 Q2	$207K	Sell	15,970 -2,000	-11%	-$27.7K	﹤0.01%	1197
2017 Q1	$256K	Hold	17,970	–	–	﹤0.01%	1101
2016 Q4	$241K	Sell	17,970 -2,000	-10%	-$25.6K	﹤0.01%	1117
2016 Q3	$255K	Hold	19,970	–	–	﹤0.01%	1120
2016 Q2	$260K	Hold	19,970	–	–	﹤0.01%	1084
2016 Q1	$391K	Hold	19,970	–	–	﹤0.01%	942
2015 Q4	$476K	Hold	19,970	–	–	0.01%	899
2015 Q3	$465K	Hold	19,970	–	–	0.01%	917
2015 Q2	$494K	Hold	19,970	–	–	0.01%	927
2015 Q1	$553K	Sell	19,970 -400	-2%	-$13K	0.01%	866
2014 Q4	$728K	Hold	20,370	–	–	0.01%	716
2014 Q3	$658K	Sell	20,370 -630	-3%	-$21.4K	0.01%	716
2014 Q2	$700K	Hold	21,000	–	–	0.01%	631
2014 Q1	$583K	Hold	21,000	–	–	0.01%	606
2013 Q4	$510K	Hold	21,000	–	–	0.02%	432
2013 Q3	$398K	Sell	21,000 -1,000	-5%	-$17.4K	0.01%	497
2013 Q2	$358K	Buy	+22,000	New	+$365K	0.01%	566

Other funds holding TAX

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

United Capital Financial Advisors's TAX Position: Q4 2018 in Review

United Capital Financial Advisors sold out of Liberty Tax, Inc. Class A (TAX) in Q4 2018, closing a stake of 15,970 shares — an estimated $186K sold.

United Capital Financial Advisors first reported a position in TAX in Q2 2013 and held it in 22 quarters. The position peaked at $728K in Q4 2014. 5 funds tracked by Wall St. Rank hold TAX as of Q4 2018.

United Capital Financial Advisors reported no remaining Liberty Tax, Inc. Class A position as of Q4 2018 after selling out during the quarter.
United Capital Financial Advisors sold 15,970 Liberty Tax, Inc. Class A shares in Q4 2018, an estimated $186K.
United Capital Financial Advisors first reported a position in Liberty Tax, Inc. Class A in Q2 2013 and held it in 22 quarters.
United Capital Financial Advisors's Liberty Tax, Inc. Class A position peaked at $728K in Q4 2014.
5 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.