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	-$99.7K	–	1180
2014 Q4	$99.7K	Sell	18,965 -2,670	-12%	-$14K	﹤0.01%	1056
2014 Q3	$129K	Buy	21,635 +10,635	+97%	+$63.6K	﹤0.01%	1004
2014 Q2	$66.2K	Hold	11,000	–	–	﹤0.01%	978
2014 Q1	$66.4K	Buy	+11,000	New	+$66.4K	﹤0.01%	918

Other funds holding ATAXZ

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AFIA

America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BB&T Securities's ATAXZ Position: Q3 2019 in Review

BB&T Securities increased its AMERICA FIRST TAX EXEMT INV LP (ATAXZ) stake by 8.3% in Q3 2019, buying an estimated $8.17K and bringing the position to 13,100 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

BB&T Securities first reported a position in ATAXZ in Q1 2014 and has held it in 8 quarters since. The position peaked at $129K in Q3 2014. 74 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2019.

BB&T Securities held 13,100 shares of AMERICA FIRST TAX EXEMT INV LP worth $107K as of Q3 2019.
BB&T Securities bought 1,000 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2019, an estimated $8.17K.
AMERICA FIRST TAX EXEMT INV LP made up ﹤0.01% of BB&T Securities's portfolio in Q3 2019, its #1569 holding.
BB&T Securities first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2014 and has held it in 8 quarters since.
BB&T Securities's AMERICA FIRST TAX EXEMT INV LP position peaked at $129K in Q3 2014.
74 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.