Acrospire Investment Management’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Acrospire Investment Management’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
2017 Q3	–	Sell	-6,263	Closed	-$37K	–	2140
2017 Q2	$37K	Buy	6,263 +4,944	+375%	+$29.2K	0.03%	1145
2017 Q1	$7K	Buy	+1,319	New	+$7K	0.01%	1956
2016 Q4	–	Sell	-14,207	Closed	-$84K	–	2645
2016 Q3	$84K	Buy	+14,207	New	+$84K	0.06%	689
2016 Q2	–	Sell	-1,067	Closed	-$6K	–	2485
2016 Q1	$6K	Buy	+1,067	New	+$6K	﹤0.01%	1864

Other funds holding ATAXZ

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AFIA

America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Acrospire Investment Management's ATAXZ Position: Q3 2017 in Review

Acrospire Investment Management sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2017, closing a stake of 6,263 shares — an estimated $37K sold.

Acrospire Investment Management first reported a position in ATAXZ in Q1 2016 and held it in 4 quarters. The position peaked at $84K in Q3 2016. 47 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2017.

Acrospire Investment Management reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2017 after selling out during the quarter.
Acrospire Investment Management sold 6,263 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2017, an estimated $37K.
Acrospire Investment Management first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2016 and held it in 4 quarters.
Acrospire Investment Management's AMERICA FIRST TAX EXEMT INV LP position peaked at $84K in Q3 2016.
47 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.