AIC
ATAXZ

Ameritas Investment Company’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Ameritas Investment Company’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 		– Sell
-125
Closed -$1K – 1727
2019
Q3 		$1K Buy
+125
New +$1K ﹤0.01% 1627
2019
Q1 		– Sell
-5,768
Closed -$32K – 2127
2018
Q4 		$32K Buy
+5,768
New +$32K 0.01% 721

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
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

Ameritas Investment Company's ATAXZ Position: Q4 2019 in Review

Ameritas Investment Company sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2019, closing a stake of 125 shares — an estimated $1K sold.

Ameritas Investment Company first reported a position in ATAXZ in Q4 2018 and held it in 2 quarters. The position peaked at $32K in Q4 2018. 76 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2019.

  • Ameritas Investment Company reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2019 after selling out during the quarter.
  • Ameritas Investment Company sold 125 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2019, an estimated $1K.
  • Ameritas Investment Company first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2018 and held it in 2 quarters.
  • Ameritas Investment Company's AMERICA FIRST TAX EXEMT INV LP position peaked at $32K in Q4 2018.
  • 76 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2019.

Based on Ameritas Investment Company's 13F filing for Q4 2019, filed 18 Feb 2020.