CL
ATAXZ

CPWM LLC’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

CPWM LLC’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
-100,000
Closed -$524K – 269
2020
Q1 		$524K Hold
100,000
– – 0.08% 149
2019
Q4 		$770K Hold
100,000
– – 0.09% 149
2019
Q3 		$818K Buy
+100,000
New +$818K 0.11% 141

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

CPWM LLC's ATAXZ Position: Q2 2020 in Review

CPWM LLC sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2020, closing a stake of 100,000 shares — an estimated $524K sold.

CPWM LLC first reported a position in ATAXZ in Q3 2019 and held it in 3 quarters. The position peaked at $818K in Q3 2019. 61 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2020.

  • CPWM LLC reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2020 after selling out during the quarter.
  • CPWM LLC sold 100,000 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2020, an estimated $524K.
  • CPWM LLC first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q3 2019 and held it in 3 quarters.
  • CPWM LLC's AMERICA FIRST TAX EXEMT INV LP position peaked at $818K in Q3 2019.
  • 61 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2020.

Based on CPWM LLC's 13F filing for Q2 2020, filed 13 Aug 2020.