First Manhattan’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

First Manhattan’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
2019 Q3	–	Sell	-175	Closed	-$1K	–	1467
2019 Q2	$1K	Hold	175	–	–	﹤0.01%	1354
2019 Q1	$1K	Hold	175	–	–	﹤0.01%	1373
2018 Q4	$0	Buy	+175	New	–	﹤0.01%	1513

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Manhattan's ATAXZ Position: Q3 2019 in Review

First Manhattan sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2019, closing a stake of 175 shares — an estimated $1K sold.

First Manhattan first reported a position in ATAXZ in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 74 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2019.

First Manhattan reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2019 after selling out during the quarter.
First Manhattan sold 175 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2019, an estimated $1K.
First Manhattan first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2018 and held it in 3 quarters.
First Manhattan's AMERICA FIRST TAX EXEMT INV LP position peaked at $1K in Q2 2019.
74 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2019.

Based on First Manhattan's 13F filing for Q3 2019, filed 13 Nov 2019.