Dorsey Wright & Associates’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Dorsey Wright & Associates’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	-1,294	Closed	-$7K	–	389
2020 Q1	$7K	Sell	1,294 -314	-20%	-$1.7K	﹤0.01%	234
2019 Q4	$12K	Hold	1,608	–	–	﹤0.01%	216
2019 Q3	$13K	Buy	1,608 +2	+0.1%	+$16	﹤0.01%	180
2019 Q2	$11K	Buy	1,606 +401	+33%	+$2.75K	﹤0.01%	250
2019 Q1	$8K	Buy	+1,205	New	+$8K	﹤0.01%	247

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

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 Minneapolis, Minnesota $82.4B AUM 19.69% 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

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

Dorsey Wright & Associates's ATAXZ Position: Q2 2020 in Review

Dorsey Wright & Associates sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2020, closing a stake of 1,294 shares — an estimated $7K sold.

Dorsey Wright & Associates first reported a position in ATAXZ in Q1 2019 and held it in 5 quarters. The position peaked at $13K in Q3 2019. 61 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2020.

Dorsey Wright & Associates reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2020 after selling out during the quarter.
Dorsey Wright & Associates sold 1,294 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2020, an estimated $7K.
Dorsey Wright & Associates first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2019 and held it in 5 quarters.
Dorsey Wright & Associates's AMERICA FIRST TAX EXEMT INV LP position peaked at $13K in Q3 2019.
61 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2020.

Based on Dorsey Wright & Associates's 13F filing for Q2 2020, filed 23 Jul 2020.