WSTAM
TAX

Wilbanks Smith & Thomas Asset Management’s Liberty Tax, Inc. Class A TAX Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2017
Q2 		– Sell
-10,539
Closed -$150K – 359
2017
Q1 		$150K Hold
10,539
– – 0.01% 318
2016
Q4 		$141K Buy
+10,539
New +$135K 0.01% 298

Other funds holding TAX

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's TAX Position: Q2 2017 in Review

Wilbanks Smith & Thomas Asset Management sold out of Liberty Tax, Inc. Class A (TAX) in Q2 2017, closing a stake of 10,539 shares — an estimated $150K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in TAX in Q4 2016 and held it in 2 quarters. The position peaked at $150K in Q1 2017. 57 funds tracked by Wall St. Rank hold TAX as of Q2 2017.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Liberty Tax, Inc. Class A position as of Q2 2017 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 10,539 Liberty Tax, Inc. Class A shares in Q2 2017, an estimated $150K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Liberty Tax, Inc. Class A in Q4 2016 and held it in 2 quarters.
  • Wilbanks Smith & Thomas Asset Management's Liberty Tax, Inc. Class A position peaked at $150K in Q1 2017.
  • 57 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q2 2017.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2017, filed 15 Aug 2017.