Cetera Advisors’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Cetera Advisors’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
2018 Q4	–	Sell	-13,000	Closed	-$74K	–	1019
2018 Q3	$74K	Hold	13,000	–	–	﹤0.01%	932
2018 Q2	$83K	Buy	+13,000	New	+$83K	﹤0.01%	841
2016 Q1	–	Sell	-20,500	Closed	-$103K	–	802
2015 Q4	$103K	Sell	20,500 -3,000	-13%	-$15.1K	0.01%	674
2015 Q3	$124K	Buy	+23,500	New	+$124K	0.01%	628

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

RJA

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

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

RJFSA

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

FAAS

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors's ATAXZ Position: Q4 2018 in Review

Cetera Advisors sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2018, closing a stake of 13,000 shares — an estimated $74K sold.

Cetera Advisors first reported a position in ATAXZ in Q3 2015 and held it in 4 quarters. The position peaked at $124K in Q3 2015. 56 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2018.

Cetera Advisors reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2018 after selling out during the quarter.
Cetera Advisors sold 13,000 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2018, an estimated $74K.
Cetera Advisors first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q3 2015 and held it in 4 quarters.
Cetera Advisors's AMERICA FIRST TAX EXEMT INV LP position peaked at $124K in Q3 2015.
56 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2018.

Based on Cetera Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.