BWFA
ATAXZ

Baltimore-Washington Financial Advisors’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Baltimore-Washington Financial Advisors’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
2015
Q2 		– Sell
-134
Closed -$1K – 326
2015
Q1 		$1K Buy
+134
New +$1K ﹤0.01% 299

Other funds holding ATAXZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TC
Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Baltimore-Washington Financial Advisors's ATAXZ Position: Q2 2015 in Review

Baltimore-Washington Financial Advisors sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2015, closing a stake of 134 shares — an estimated $1K sold.

Baltimore-Washington Financial Advisors first reported a position in ATAXZ in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 44 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2015.

  • Baltimore-Washington Financial Advisors reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 134 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2015, an estimated $1K.
  • Baltimore-Washington Financial Advisors first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2015 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's AMERICA FIRST TAX EXEMT INV LP position peaked at $1K in Q1 2015.
  • 44 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2015, filed 15 Jul 2015.