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

Cutler 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
2021 Q1	–	Sell	-300	Closed	-$1K	–	6686
2020 Q4	$1K	Hold	300	–	–	﹤0.01%	4706
2020 Q3	$1K	Hold	300	–	–	﹤0.01%	4576
2020 Q2	$1K	Hold	300	–	–	﹤0.01%	4278
2020 Q1	$1K	Sell	300 -32,900	-99%	-$110K	﹤0.01%	3911
2019 Q4	$255K	Sell	33,200 -2,000	-6%	-$15.4K	0.02%	707
2019 Q3	$287K	Hold	35,200	–	–	0.03%	544
2019 Q2	$250K	Hold	35,200	–	–	0.02%	596
2019 Q1	$241K	Hold	35,200	–	–	0.03%	570
2018 Q4	$197K	Hold	35,200	–	–	0.02%	648
2018 Q3	$200K	Hold	35,200	–	–	0.01%	835
2018 Q2	$223K	Hold	35,200	–	–	0.02%	735
2018 Q1	$217K	Hold	35,200	–	–	0.02%	786
2017 Q4	$212K	Hold	35,200	–	–	0.01%	924
2017 Q3	$212K	Hold	35,200	–	–	0.01%	1137
2017 Q2	$209K	Hold	35,200	–	–	0.01%	1244
2017 Q1	$197K	Hold	35,200	–	–	0.01%	1212
2016 Q4	$190K	Sell	35,200 -3,313	-9%	-$17.9K	0.01%	1333
2016 Q3	$227K	Sell	38,513 -300	-0.8%	-$1.77K	0.01%	1102
2016 Q2	$212K	Sell	38,813 -2,600	-6%	-$14.2K	0.01%	1087
2016 Q1	$217K	Buy	41,413 +1,100	+3%	+$5.76K	0.01%	966
2015 Q4	$203K	Buy	+40,313	New	+$203K	0.01%	1181

Other funds holding ATAXZ

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

AFIA

America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

RJA

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

RJFSA

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

SIC

Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Cutler Group's ATAXZ Position: Q1 2021 in Review

Cutler Group sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2021, closing a stake of 300 shares — an estimated $1K sold.

Cutler Group first reported a position in ATAXZ in Q4 2015 and held it in 21 quarters. The position peaked at $287K in Q3 2019. 66 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2021.

Cutler Group reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2021 after selling out during the quarter.
Cutler Group sold 300 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2021, an estimated $1K.
Cutler Group first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2015 and held it in 21 quarters.
Cutler Group's AMERICA FIRST TAX EXEMT INV LP position peaked at $287K in Q3 2019.
66 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2021.

Based on Cutler Group's 13F filing for Q1 2021, filed 26 Apr 2021.