FMII
ATAXZ

Farmers & Merchants Investments Inc’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Farmers & Merchants Investments Inc’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
2017
Q3 		– Sell
-100
Closed -$1K – 909
2017
Q2 		$1K Buy
+100
New +$1K ﹤0.01% 830

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Farmers & Merchants Investments Inc's ATAXZ Position: Q3 2017 in Review

Farmers & Merchants Investments Inc sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2017, closing a stake of 100 shares — an estimated $1K sold.

Farmers & Merchants Investments Inc first reported a position in ATAXZ in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 47 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2017.

  • Farmers & Merchants Investments Inc reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2017 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 100 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2017, an estimated $1K.
  • Farmers & Merchants Investments Inc first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2017 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's AMERICA FIRST TAX EXEMT INV LP position peaked at $1K in Q2 2017.
  • 47 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2017.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2017, filed 19 Oct 2017.