BTS
ATAXZ

BB&T Securities’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

BB&T Securities’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
Q3 		$107K Buy
13,100
+1,000
+8% +$8.17K ﹤0.01% 1569
2019
Q2 		$86K Hold
12,100
– – ﹤0.01% 1595
2019
Q1 		$83K Hold
12,100
– – ﹤0.01% 1580
2018
Q4 		$68K Buy
+12,100
New +$68K ﹤0.01% 1446
2015
Q1 		– Sell
-18,965
Closed -$997K – 1181
2014
Q4 		$997K Sell
18,965
-2,670
-12% -$140K ﹤0.01% 1056
2014
Q3 		$1.29M Buy
21,635
+10,635
+97% +$636K ﹤0.01% 1004
2014
Q2 		$662K Hold
11,000
– – ﹤0.01% 978
2014
Q1 		$664K Buy
+11,000
New +$664K ﹤0.01% 918

Other funds holding ATAXZ

GWM
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UBS Group
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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 $75B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return