Arrowstreet Capital
ATAXZ

Arrowstreet Capital’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Arrowstreet Capital’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
2021
Q1 		– Sell
-149,800
Closed -$637K – 2707
2020
Q4 		$637K Hold
149,800
– – ﹤0.01% 1955
2020
Q3 		$607K Buy
149,800
+90,956
+155% +$369K ﹤0.01% 1967
2020
Q2 		$242K Buy
+58,844
New +$242K ﹤0.01% 2147
2020
Q1 		– Sell
-12,561
Closed -$97K – 2260
2019
Q4 		$97K Sell
12,561
-261,802
-95% -$2.02M ﹤0.01% 1669
2019
Q3 		$2.24M Buy
274,363
+36,876
+16% +$302K 0.01% 948
2019
Q2 		$1.69M Buy
237,487
+176,783
+291% +$1.26M ﹤0.01% 947
2019
Q1 		$417K Buy
+60,704
New +$417K ﹤0.01% 1536
2018
Q2 		– Sell
-22,700
Closed -$140K – 1446
2018
Q1 		$140K Sell
22,700
-9,100
-29% -$56.1K ﹤0.01% 1072
2017
Q4 		$192K Sell
31,800
-10,501
-25% -$63.4K ﹤0.01% 1183
2017
Q3 		$256K Buy
+42,301
New +$256K ﹤0.01% 1023

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return

Arrowstreet Capital's ATAXZ Position: Q1 2021 in Review

Arrowstreet Capital sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2021, closing a stake of 149,800 shares — an estimated $637K sold.

Arrowstreet Capital first reported a position in ATAXZ in Q3 2017 and held it in 10 quarters. The position peaked at $2.24M in Q3 2019. 66 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2021.

  • Arrowstreet Capital reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2021 after selling out during the quarter.
  • Arrowstreet Capital sold 149,800 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2021, an estimated $637K.
  • Arrowstreet Capital first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q3 2017 and held it in 10 quarters.
  • Arrowstreet Capital's AMERICA FIRST TAX EXEMT INV LP position peaked at $2.24M in Q3 2019.
  • 66 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2021.

Based on Arrowstreet Capital's 13F filing for Q1 2021, filed 14 May 2021.