Alpine Woods Capital Investors’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Alpine Woods Capital Investors’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
2014 Q3	–	Sell	-50,000	Closed	-$301	–	496
2014 Q2	$301	Hold	50,000	–	–	0.01%	374
2014 Q1	$302K	Buy	+50,000	New	+$302K	0.02%	370

Other funds holding ATAXZ

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

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

YMRC

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

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

OAM

Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

PAA

Peregrine Asset Advisers Portland, Oregon $461M AUM 43.48% 1-Year Est. Return

Alpine Woods Capital Investors's ATAXZ Position: Q3 2014 in Review

Alpine Woods Capital Investors sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2014, closing a stake of 50,000 shares — an estimated $301 sold.

Alpine Woods Capital Investors first reported a position in ATAXZ in Q1 2014 and held it in 2 quarters. The position peaked at $302K in Q1 2014. 41 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2014.

Alpine Woods Capital Investors reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2014 after selling out during the quarter.
Alpine Woods Capital Investors sold 50,000 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2014, an estimated $301.
Alpine Woods Capital Investors first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2014 and held it in 2 quarters.
Alpine Woods Capital Investors's AMERICA FIRST TAX EXEMT INV LP position peaked at $302K in Q1 2014.
41 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2014.

Based on Alpine Woods Capital Investors's 13F filing for Q3 2014, filed 12 Nov 2014.