WFM
TAX

Wilmington Funds Management’s Liberty Tax, Inc. Class A TAX Stock Holding History

Wilmington Funds 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
2014
Q1 		– Sell
-27,821
Closed -$676K – 810
2013
Q4 		$676K Buy
27,821
+11,210
+67% +$241K 0.07% 318
2013
Q3 		$315K Buy
+16,611
New +$289K 0.03% 543

Other funds holding TAX

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ZCG
Zesiger Capital Group New York $59.2M AUM 3.93% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return

Wilmington Funds Management's TAX Position: Q1 2014 in Review

Wilmington Funds Management sold out of Liberty Tax, Inc. Class A (TAX) in Q1 2014, closing a stake of 27,821 shares — an estimated $676K sold.

Wilmington Funds Management first reported a position in TAX in Q3 2013 and held it in 2 quarters. The position peaked at $676K in Q4 2013. 50 funds tracked by Wall St. Rank hold TAX as of Q1 2014.

  • Wilmington Funds Management reported no remaining Liberty Tax, Inc. Class A position as of Q1 2014 after selling out during the quarter.
  • Wilmington Funds Management sold 27,821 Liberty Tax, Inc. Class A shares in Q1 2014, an estimated $676K.
  • Wilmington Funds Management first reported a position in Liberty Tax, Inc. Class A in Q3 2013 and held it in 2 quarters.
  • Wilmington Funds Management's Liberty Tax, Inc. Class A position peaked at $676K in Q4 2013.
  • 50 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q1 2014.

Based on Wilmington Funds Management's 13F filing for Q1 2014, filed 14 May 2014.