Benjamin F. Edwards & Company’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Benjamin F. Edwards & Company’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
2017 Q3	–	Sell	-1,000	Closed	-$6K	–	1634
2017 Q2	$6K	Hold	1,000	–	–	﹤0.01%	1222
2017 Q1	$6K	Hold	1,000	–	–	﹤0.01%	1144
2016 Q4	$5K	Hold	1,000	–	–	﹤0.01%	1084
2016 Q3	$6K	Buy	+1,000	New	+$6K	﹤0.01%	937

Other funds holding ATAXZ

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AFIA

America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Benjamin F. Edwards & Company's ATAXZ Position: Q3 2017 in Review

Benjamin F. Edwards & Company sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2017, closing a stake of 1,000 shares — an estimated $6K sold.

Benjamin F. Edwards & Company first reported a position in ATAXZ in Q3 2016 and held it in 4 quarters. The position peaked at $6K in Q2 2017. 47 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2017.

Benjamin F. Edwards & Company reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2017 after selling out during the quarter.
Benjamin F. Edwards & Company sold 1,000 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2017, an estimated $6K.
Benjamin F. Edwards & Company first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q3 2016 and held it in 4 quarters.
Benjamin F. Edwards & Company's AMERICA FIRST TAX EXEMT INV LP position peaked at $6K in Q2 2017.
47 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2017.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2017, filed 24 Oct 2017.