1IC
ATAXZ

1919 Investment Counsel’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

1919 Investment Counsel’s Portfolio ATAXZ Stock Details ATAXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-250
Closed -$2K – 1048
2013
Q3 		$2K Hold
250
– – ﹤0.01% 990
2013
Q2 		$2K Buy
+250
New +$2K ﹤0.01% 985

Other funds holding ATAXZ

PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

1919 Investment Counsel's ATAXZ Position: Q4 2013 in Review

1919 Investment Counsel sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2013, closing a stake of 250 shares — an estimated $2K sold.

1919 Investment Counsel first reported a position in ATAXZ in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 38 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2013.

  • 1919 Investment Counsel reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2013 after selling out during the quarter.
  • 1919 Investment Counsel sold 250 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2013, an estimated $2K.
  • 1919 Investment Counsel first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2013 and held it in 2 quarters.
  • 1919 Investment Counsel's AMERICA FIRST TAX EXEMT INV LP position peaked at $2K in Q3 2013.
  • 38 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2013.

Based on 1919 Investment Counsel's 13F filing for Q4 2013, filed 14 Feb 2014.