CI
ATAXZ

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

Cavalier Investments’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
Q1 		– Sell
-36,007
Closed -$202K – 188
2018
Q4 		$202K Sell
36,007
-7,176
-17% -$40.3K 0.07% 144
2018
Q3 		$246K Hold
43,183
– – 0.07% 155
2018
Q2 		$274K Buy
43,183
+7,040
+19% +$44.7K 0.09% 142
2018
Q1 		$223K Buy
+36,143
New +$223K 0.08% 140

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Cavalier Investments's ATAXZ Position: Q1 2019 in Review

Cavalier Investments sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2019, closing a stake of 36,007 shares — an estimated $202K sold.

Cavalier Investments first reported a position in ATAXZ in Q1 2018 and held it in 4 quarters. The position peaked at $274K in Q2 2018. 66 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2019.

  • Cavalier Investments reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2019 after selling out during the quarter.
  • Cavalier Investments sold 36,007 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2019, an estimated $202K.
  • Cavalier Investments first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2018 and held it in 4 quarters.
  • Cavalier Investments's AMERICA FIRST TAX EXEMT INV LP position peaked at $274K in Q2 2018.
  • 66 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2019.

Based on Cavalier Investments's 13F filing for Q1 2019, filed 3 May 2019.