CG
ATAXZ

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
2016
Q4 		– Sell
-4,600
Closed -$6K – 8100
2016
Q3 		$6K Hold
4,600
– – ﹤0.01% 4891
2016
Q2 		$9K Buy
+4,600
New +$9K ﹤0.01% 4372

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
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
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
N
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.