Vanguard Group
TAX

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

Vanguard 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
-363,396
Closed -$2.93M – 4197
2018
Q2 		$2.93M Sell
363,396
-11,457
-3% -$114K ﹤0.01% 3386
2018
Q1 		$3.79M Buy
374,853
+57,248
+18% +$576K ﹤0.01% 3253
2017
Q4 		$3.49M Buy
317,605
+32,928
+12% +$412K ﹤0.01% 3259
2017
Q3 		$4.1M Buy
284,677
+59,721
+27% +$829K ﹤0.01% 3191
2017
Q2 		$2.91M Buy
224,956
+1,131
+0.5% +$15.7K ﹤0.01% 3274
2017
Q1 		$3.19M Buy
223,825
+29,397
+15% +$418K ﹤0.01% 3226
2016
Q4 		$2.6M Sell
194,428
-58,366
-23% -$746K ﹤0.01% 3272
2016
Q3 		$3.23M Buy
252,794
+54,545
+28% +$738K ﹤0.01% 3197
2016
Q2 		$2.64M Buy
198,249
+4,328
+2% +$57.6K ﹤0.01% 3266
2016
Q1 		$3.8M Buy
193,921
+6,745
+4% +$128K ﹤0.01% 3106
2015
Q4 		$4.46M Buy
187,176
+1,702
+0.9% +$38.7K ﹤0.01% 3040
2015
Q3 		$4.32M Buy
185,474
+22,830
+14% +$556K ﹤0.01% 3037
2015
Q2 		$4.03M Buy
162,644
+15,972
+11% +$403K ﹤0.01% 3118
2015
Q1 		$4.08M Buy
146,672
+19,838
+16% +$647K ﹤0.01% 3092
2014
Q4 		$4.53M Buy
126,834
+33,193
+35% +$1.21M ﹤0.01% 2948
2014
Q3 		$3.02M Buy
93,641
+14,205
+18% +$484K ﹤0.01% 3096
2014
Q2 		$2.65M Sell
79,436
-1,080
-1% -$30.2K ﹤0.01% 3139
2014
Q1 		$2.23M Buy
80,516
+2,352
+3% +$61K ﹤0.01% 3169
2013
Q4 		$1.9M Buy
78,164
+730
+0.9% +$15.7K ﹤0.01% 3202
2013
Q3 		$1.47M Sell
77,434
-159
-0.2% -$2.77K ﹤0.01% 3257
2013
Q2 		$1.26M Buy
+77,593
New +$1.29M ﹤0.01% 3237

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 $2.08B AUM 38.95% 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

Vanguard Group's TAX Position: Q3 2018 in Review

Vanguard Group sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 363,396 shares — an estimated $2.93M sold.

Vanguard Group first reported a position in TAX in Q2 2013 and held it in 21 quarters. The position peaked at $4.53M in Q4 2014. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

  • Vanguard Group reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
  • Vanguard Group sold 363,396 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $2.93M.
  • Vanguard Group first reported a position in Liberty Tax, Inc. Class A in Q2 2013 and held it in 21 quarters.
  • Vanguard Group's Liberty Tax, Inc. Class A position peaked at $4.53M in Q4 2014.
  • 12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

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