CAMG
ATAXZ

CWA Asset Management Group’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

CWA Asset Management 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
2020
Q2 		– Sell
-20,000
Closed -$105K – 263
2020
Q1 		$105K Hold
20,000
– – 0.02% 216
2019
Q4 		$154K Hold
20,000
– – 0.02% 230
2019
Q3 		$164K Buy
+20,000
New +$164K 0.03% 212

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

CWA Asset Management Group's ATAXZ Position: Q2 2020 in Review

CWA Asset Management Group sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2020, closing a stake of 20,000 shares — an estimated $105K sold.

CWA Asset Management Group first reported a position in ATAXZ in Q3 2019 and held it in 3 quarters. The position peaked at $164K in Q3 2019. 61 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2020.

  • CWA Asset Management Group reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2020 after selling out during the quarter.
  • CWA Asset Management Group sold 20,000 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2020, an estimated $105K.
  • CWA Asset Management Group first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q3 2019 and held it in 3 quarters.
  • CWA Asset Management Group's AMERICA FIRST TAX EXEMT INV LP position peaked at $164K in Q3 2019.
  • 61 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2020.

Based on CWA Asset Management Group's 13F filing for Q2 2020, filed 13 Aug 2020.