Fifth Third Bancorp’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Fifth Third Bancorp’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
2018 Q4	–	Sell	-3,066	Closed	-$17K	–	2434
2018 Q3	$17K	Buy	+3,066	New	+$17K	﹤0.01%	1694
2015 Q3	–	Sell	-500	Closed	-$3K	–	3181
2015 Q2	$3K	Sell	500 -500	-50%	-$3K	﹤0.01%	2526
2015 Q1	$6K	Buy	1,000 +500	+100%	+$3K	﹤0.01%	2207
2014 Q4	$3K	Hold	500	–	–	﹤0.01%	2220
2014 Q3	$3K	Hold	500	–	–	﹤0.01%	2263
2014 Q2	$3K	Hold	500	–	–	﹤0.01%	2247
2014 Q1	$3K	Buy	+500	New	+$3K	﹤0.01%	2221

Other funds holding ATAXZ

GWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

RJFSA

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fifth Third Bancorp's ATAXZ Position: Q4 2018 in Review

Fifth Third Bancorp sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2018, closing a stake of 3,066 shares — an estimated $17K sold.

Fifth Third Bancorp first reported a position in ATAXZ in Q1 2014 and held it in 7 quarters. The position peaked at $17K in Q3 2018. 56 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2018.

Fifth Third Bancorp reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2018 after selling out during the quarter.
Fifth Third Bancorp sold 3,066 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2018, an estimated $17K.
Fifth Third Bancorp first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2014 and held it in 7 quarters.
Fifth Third Bancorp's AMERICA FIRST TAX EXEMT INV LP position peaked at $17K in Q3 2018.
56 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2018.

Based on Fifth Third Bancorp's 13F filing for Q4 2018, filed 14 Feb 2019.