American Asset Management’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

American Asset 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
2019 Q2	–	Sell	-14,000	Closed	-$96K	–	125
2019 Q1	$96K	Buy	14,000 +4,000	+40%	+$27.4K	0.07%	103
2018 Q4	$56K	Hold	10,000	–	–	0.04%	98
2018 Q3	$57K	Hold	10,000	–	–	0.05%	110
2018 Q2	$64K	Hold	10,000	–	–	0.04%	106
2018 Q1	$62K	Hold	10,000	–	–	0.05%	103
2017 Q4	$61K	Hold	10,000	–	–	0.04%	94
2017 Q3	$61K	Hold	10,000	–	–	0.04%	93
2017 Q2	$60K	Hold	10,000	–	–	0.03%	91
2017 Q1	$56K	Hold	10,000	–	–	0.03%	87
2016 Q4	$54K	Hold	10,000	–	–	0.06%	79
2016 Q3	$59K	Buy	+10,000	New	+$59K	0.03%	71

Other funds holding ATAXZ

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

American Asset Management's ATAXZ Position: Q2 2019 in Review

American Asset Management sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2019, closing a stake of 14,000 shares — an estimated $96K sold.

American Asset Management first reported a position in ATAXZ in Q3 2016 and held it in 11 quarters. The position peaked at $96K in Q1 2019. 69 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2019.

American Asset Management reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2019 after selling out during the quarter.
American Asset Management sold 14,000 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2019, an estimated $96K.
American Asset Management first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q3 2016 and held it in 11 quarters.
American Asset Management's AMERICA FIRST TAX EXEMT INV LP position peaked at $96K in Q1 2019.
69 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2019.

Based on American Asset Management's 13F filing for Q2 2019, filed 31 Jul 2019.