Deutsche Bank’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Deutsche Bank’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 Q1	–	Sell	-4,520	Closed	-$34K	–	5217
2019 Q4	$34K	Sell	4,520 -18,053	-80%	-$136K	﹤0.01%	4117
2019 Q3	$184K	Sell	22,573 -131,727	-85%	-$1.07M	﹤0.01%	3249
2019 Q2	$1.1M	Sell	154,300 -41,702	-21%	-$297K	﹤0.01%	2786
2019 Q1	$1.35M	Buy	196,002 +105,602	+117%	+$725K	﹤0.01%	2782
2018 Q4	$508K	Sell	90,400 -266,211	-75%	-$1.5M	﹤0.01%	3312
2018 Q3	$2.03M	Sell	356,611 -13,582	-4%	-$77.4K	﹤0.01%	2844
2018 Q2	$2.35M	Buy	370,193 +4,010	+1%	+$25.5K	﹤0.01%	2845
2018 Q1	$2.26M	Sell	366,183 -53,168	-13%	-$328K	﹤0.01%	2783
2017 Q4	$2.54M	Buy	419,351 +29,551	+8%	+$179K	﹤0.01%	2564
2017 Q3	$2.36M	Buy	389,800 +44,400	+13%	+$269K	﹤0.01%	2426
2017 Q2	$2.06M	Sell	345,400 -118,600	-26%	-$706K	﹤0.01%	2542
2017 Q1	$2.6M	Sell	464,000 -231,000	-33%	-$1.29M	﹤0.01%	2089
2016 Q4	$3.75M	Buy	695,000 +126,500	+22%	+$683K	﹤0.01%	1839
2016 Q3	$3.35M	Sell	568,500 -217,752	-28%	-$1.28M	﹤0.01%	2014
2016 Q2	$4.31M	Buy	786,252 +97,197	+14%	+$533K	﹤0.01%	1860
2016 Q1	$3.62M	Sell	689,055 -135,259	-16%	-$710K	﹤0.01%	1975
2015 Q4	$4.17M	Buy	824,314 +35,022	+4%	+$177K	﹤0.01%	1916
2015 Q3	$4.1M	Sell	789,292 -40,488	-5%	-$210K	﹤0.01%	1954
2015 Q2	$4.6M	Sell	829,780 -377,712	-31%	-$2.1M	﹤0.01%	1855
2015 Q1	$6.72M	Buy	1,207,492 +418,600	+53%	+$2.33M	﹤0.01%	1591
2014 Q4	$4.15M	Buy	788,892 +216,477	+38%	+$1.14M	﹤0.01%	2097
2014 Q3	$3.42M	Sell	572,415 -29,879	-5%	-$179K	﹤0.01%	2106
2014 Q2	$3.63M	Buy	602,294 +11,737	+2%	+$70.6K	﹤0.01%	2049
2014 Q1	$3.57M	Buy	590,557 +156,016	+36%	+$942K	﹤0.01%	2047
2013 Q4	$2.73M	Sell	434,541 -173,199	-28%	-$1.09M	﹤0.01%	2107
2013 Q3	$4.15M	Buy	607,740 +109,858	+22%	+$750K	﹤0.01%	1965
2013 Q2	$3.37M	Buy	+497,882	New	+$3.37M	﹤0.01%	1868

Other funds holding ATAXZ

GWM

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

RJA

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

AFIA

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

RJFSA

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

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

Deutsche Bank's ATAXZ Position: Q1 2020 in Review

Deutsche Bank sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2020, closing a stake of 4,520 shares — an estimated $34K sold.

Deutsche Bank first reported a position in ATAXZ in Q2 2013 and held it in 27 quarters. The position peaked at $6.72M in Q1 2015. 72 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2020.

Deutsche Bank reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2020 after selling out during the quarter.
Deutsche Bank sold 4,520 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2020, an estimated $34K.
Deutsche Bank first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2013 and held it in 27 quarters.
Deutsche Bank's AMERICA FIRST TAX EXEMT INV LP position peaked at $6.72M in Q1 2015.
72 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2020.

Based on Deutsche Bank's 13F filing for Q1 2020, filed 14 May 2020.