Barclays
ATAXZ

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

Barclays’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
-400
Closed -$3K – 7240
2019
Q3 		$3K Buy
+400
New +$3K ﹤0.01% 6531

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Barclays's ATAXZ Position: Q4 2019 in Review

Barclays sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2019, closing a stake of 400 shares — an estimated $3K sold.

Barclays first reported a position in ATAXZ in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 76 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2019.

  • Barclays reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2019 after selling out during the quarter.
  • Barclays sold 400 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2019, an estimated $3K.
  • Barclays first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q3 2019 and held it in 1 quarter.
  • Barclays's AMERICA FIRST TAX EXEMT INV LP position peaked at $3K in Q3 2019.
  • 76 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2019.

Based on Barclays's 13F filing for Q4 2019, filed 10 Feb 2020.