Advisor Group’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Advisor Group’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
2019 Q4	$140K	Sell	18,076 -1,000	-5%	-$7.75K	﹤0.01%	2682
2019 Q3	$156K	Buy	19,076 +555	+3%	+$4.54K	﹤0.01%	2524
2019 Q2	$132K	Buy	18,521 +3,257	+21%	+$23.2K	﹤0.01%	2645
2019 Q1	$106K	Buy	15,264 +1,059	+7%	+$7.35K	﹤0.01%	2808
2018 Q4	$81K	Buy	14,205 +6,541	+85%	+$37.3K	﹤0.01%	2825
2018 Q3	$44K	Sell	7,664 -972	-11%	-$5.58K	﹤0.01%	3398
2018 Q2	$55K	Sell	8,636 -500	-5%	-$3.18K	﹤0.01%	3034
2018 Q1	$57K	Hold	9,136	–	–	﹤0.01%	2962
2017 Q4	$55K	Sell	9,136 -500	-5%	-$3.01K	﹤0.01%	3017
2017 Q3	$58K	Buy	9,636 +972	+11%	+$5.85K	﹤0.01%	2836
2017 Q2	$52K	Sell	8,664 -300	-3%	-$1.8K	﹤0.01%	2833
2017 Q1	$51K	Buy	8,964 +39	+0.4%	+$222	﹤0.01%	2699
2016 Q4	$48K	Buy	8,925 +125	+1%	+$672	﹤0.01%	2649
2016 Q3	$53K	Buy	8,800 +1,000	+13%	+$6.02K	﹤0.01%	2505
2016 Q2	$41K	Buy	+7,800	New	+$41K	﹤0.01%	2584

Other funds holding ATAXZ

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

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

AFIA

America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

RJA

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

RJFSA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FAAS

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

Advisor Group's ATAXZ Position: Q4 2019 in Review

Advisor Group reduced its AMERICA FIRST TAX EXEMT INV LP (ATAXZ) stake by 5.2% in Q4 2019, selling an estimated $7.75K and leaving 18,076 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #2682.

Advisor Group first reported a position in ATAXZ in Q2 2016 and has held it in 15 quarters since. The position peaked at $156K in Q3 2019. 76 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2019.

Advisor Group held 18,076 shares of AMERICA FIRST TAX EXEMT INV LP worth $140K as of Q4 2019.
Advisor Group sold 1,000 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2019, an estimated $7.75K.
AMERICA FIRST TAX EXEMT INV LP made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2682 holding.
Advisor Group first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2016 and has held it in 15 quarters since.
Advisor Group's AMERICA FIRST TAX EXEMT INV LP position peaked at $156K in Q3 2019.
76 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.