AF
ATAXZ

Alerus Financial’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Alerus Financial’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
Q1 		– Sell
-43,171
Closed -$233K – 124
2016
Q4 		$233K Buy
+43,171
New +$233K 0.04% 118

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Alerus Financial's ATAXZ Position: Q1 2017 in Review

Alerus Financial sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2017, closing a stake of 43,171 shares — an estimated $233K sold.

Alerus Financial first reported a position in ATAXZ in Q4 2016 and held it in 1 quarter. The position peaked at $233K in Q4 2016. 43 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2017.

  • Alerus Financial reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2017 after selling out during the quarter.
  • Alerus Financial sold 43,171 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2017, an estimated $233K.
  • Alerus Financial first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2016 and held it in 1 quarter.
  • Alerus Financial's AMERICA FIRST TAX EXEMT INV LP position peaked at $233K in Q4 2016.
  • 43 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2017.

Based on Alerus Financial's 13F filing for Q1 2017, filed 27 Apr 2017.