AAMU
ATAXZ

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

Amundi Asset Management US’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
2018
Q4 		– Sell
-13,000
Closed -$74K – 1741
2018
Q3 		$74K Hold
13,000
– – ﹤0.01% 1545
2018
Q2 		$83K Hold
13,000
– – ﹤0.01% 1478
2018
Q1 		$80K Hold
13,000
– – ﹤0.01% 1441
2017
Q4 		$79K Buy
+13,000
New +$79K ﹤0.01% 1452

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Amundi Asset Management US's ATAXZ Position: Q4 2018 in Review

Amundi Asset Management US sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2018, closing a stake of 13,000 shares — an estimated $74K sold.

Amundi Asset Management US first reported a position in ATAXZ in Q4 2017 and held it in 4 quarters. The position peaked at $83K in Q2 2018. 56 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2018.

  • Amundi Asset Management US reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2018 after selling out during the quarter.
  • Amundi Asset Management US sold 13,000 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2018, an estimated $74K.
  • Amundi Asset Management US first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2017 and held it in 4 quarters.
  • Amundi Asset Management US's AMERICA FIRST TAX EXEMT INV LP position peaked at $83K in Q2 2018.
  • 56 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2018.

Based on Amundi Asset Management US's 13F filing for Q4 2018, filed 14 Feb 2019.