CAN
ATAXZ

Claraphi Advisory Network’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Claraphi Advisory Network’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
Q2 		– Sell
-37
Closed – – 1349
2020
Q1 		$0 Buy
+37
New – ﹤0.01% 1342

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Claraphi Advisory Network's ATAXZ Position: Q2 2020 in Review

Claraphi Advisory Network sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2020, closing a stake of 37 shares.

Claraphi Advisory Network first reported a position in ATAXZ in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 61 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2020.

  • Claraphi Advisory Network reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 37 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2020.
  • Claraphi Advisory Network first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's AMERICA FIRST TAX EXEMT INV LP position peaked at $0 in Q1 2020.
  • 61 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.