Credit Suisse’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Credit Suisse’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
2015 Q4	–	Sell	-134,750	Closed	-$701K	–	4572
2015 Q3	$701K	Buy	134,750 +69,723	+107%	+$363K	﹤0.01%	3139
2015 Q2	$361K	Sell	65,027 -1,532	-2%	-$8.51K	﹤0.01%	3916
2015 Q1	$371K	Sell	66,559 -14,292	-18%	-$79.7K	﹤0.01%	3738
2014 Q4	$425K	Buy	80,851 +7,294	+10%	+$38.3K	﹤0.01%	3823
2014 Q3	$440K	Sell	73,557 -598	-0.8%	-$3.58K	﹤0.01%	3727
2014 Q2	$446K	Sell	74,155 -3,796	-5%	-$22.8K	﹤0.01%	3899
2014 Q1	$471K	Buy	77,951 +45,447	+140%	+$275K	﹤0.01%	3759
2013 Q4	$204K	Buy	+32,504	New	+$204K	﹤0.01%	4322

Other funds holding ATAXZ

Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FAAS

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

RJA

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

Credit Suisse's ATAXZ Position: Q4 2015 in Review

Credit Suisse sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2015, closing a stake of 134,750 shares — an estimated $701K sold.

Credit Suisse first reported a position in ATAXZ in Q4 2013 and held it in 8 quarters. The position peaked at $701K in Q3 2015. 43 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2015.

Credit Suisse reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2015 after selling out during the quarter.
Credit Suisse sold 134,750 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2015, an estimated $701K.
Credit Suisse first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2013 and held it in 8 quarters.
Credit Suisse's AMERICA FIRST TAX EXEMT INV LP position peaked at $701K in Q3 2015.
43 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2015.

Based on Credit Suisse's 13F filing for Q4 2015, filed 16 Feb 2016.