Bridges Investment Management’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Bridges Investment Management’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	-31,153	Closed	-$255K	–	420
2019 Q3	$255K	Buy	31,153 +7,391	+31%	+$60.5K	0.01%	397
2019 Q2	$169K	Hold	23,762	–	–	0.01%	416
2019 Q1	$163K	Sell	23,762 -6,250	-21%	-$42.9K	0.01%	336
2018 Q4	$169K	Buy	30,012 +13,641	+83%	+$76.8K	0.01%	338
2018 Q3	$93K	Hold	16,371	–	–	﹤0.01%	265
2018 Q2	$104K	Hold	16,371	–	–	﹤0.01%	258
2018 Q1	$101K	Buy	+16,371	New	+$101K	﹤0.01%	248

Other funds holding ATAXZ

GWM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Bridges Investment Management's ATAXZ Position: Q4 2019 in Review

Bridges Investment Management sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2019, closing a stake of 31,153 shares — an estimated $255K sold.

Bridges Investment Management first reported a position in ATAXZ in Q1 2018 and held it in 7 quarters. The position peaked at $255K in Q3 2019. 76 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2019.

Bridges Investment Management reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2019 after selling out during the quarter.
Bridges Investment Management sold 31,153 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2019, an estimated $255K.
Bridges Investment Management first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2018 and held it in 7 quarters.
Bridges Investment Management's AMERICA FIRST TAX EXEMT INV LP position peaked at $255K in Q3 2019.
76 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2019.

Based on Bridges Investment Management's 13F filing for Q4 2019, filed 18 Feb 2020.