CFG
ATAXZ

Citizens Financial Group’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Citizens Financial Group’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
2020
Q3 		– Sell
-10,400
Closed -$43K – 1094
2020
Q2 		$43K Buy
+10,400
New +$43K ﹤0.01% 498

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Citizens Financial Group's ATAXZ Position: Q3 2020 in Review

Citizens Financial Group sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2020, closing a stake of 10,400 shares — an estimated $43K sold.

Citizens Financial Group first reported a position in ATAXZ in Q2 2020 and held it in 1 quarter. The position peaked at $43K in Q2 2020. 57 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2020.

  • Citizens Financial Group reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2020 after selling out during the quarter.
  • Citizens Financial Group sold 10,400 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2020, an estimated $43K.
  • Citizens Financial Group first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2020 and held it in 1 quarter.
  • Citizens Financial Group's AMERICA FIRST TAX EXEMT INV LP position peaked at $43K in Q2 2020.
  • 57 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2020.

Based on Citizens Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.