VFA
TAX

Virtus Fund Advisers’s Liberty Tax, Inc. Class A TAX Stock Holding History

Virtus Fund Advisers’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 		– Sell
-326
Closed -$11K – 2355
2014
Q2 		$11K Buy
+326
New +$9.11K ﹤0.01% 2743

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 $763M AUM 26.49% 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

Virtus Fund Advisers's TAX Position: Q3 2014 in Review

Virtus Fund Advisers sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2014, closing a stake of 326 shares — an estimated $11K sold.

Virtus Fund Advisers first reported a position in TAX in Q2 2014 and held it in 1 quarter. The position peaked at $11K in Q2 2014. 65 funds tracked by Wall St. Rank hold TAX as of Q3 2014.

  • Virtus Fund Advisers reported no remaining Liberty Tax, Inc. Class A position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 326 Liberty Tax, Inc. Class A shares in Q3 2014, an estimated $11K.
  • Virtus Fund Advisers first reported a position in Liberty Tax, Inc. Class A in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's Liberty Tax, Inc. Class A position peaked at $11K in Q2 2014.
  • 65 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.