First National Bank of Omaha’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

First National Bank of Omaha’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 Q4	–	Sell	-15,400	Closed	-$62K	–	390
2020 Q3	$62K	Buy	+15,400	New	+$62K	﹤0.01%	340
2019 Q4	–	Sell	-18,790	Closed	-$154K	–	362
2019 Q3	$154K	Buy	+18,790	New	+$154K	0.01%	337
2017 Q3	–	Sell	-11,250	Closed	-$67K	–	399
2017 Q2	$67K	Hold	11,250	–	–	﹤0.01%	388
2017 Q1	$63K	Hold	11,250	–	–	﹤0.01%	401
2016 Q4	$61K	Buy	+11,250	New	+$61K	﹤0.01%	389

Other funds holding ATAXZ

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

AFIA

America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

BCM

Bluefin Capital Management New York $156M AUM 18.42% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

First National Bank of Omaha's ATAXZ Position: Q4 2020 in Review

First National Bank of Omaha sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2020, closing a stake of 15,400 shares — an estimated $62K sold.

First National Bank of Omaha first reported a position in ATAXZ in Q4 2016 and held it in 5 quarters. The position peaked at $154K in Q3 2019. 70 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2020.

First National Bank of Omaha reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2020 after selling out during the quarter.
First National Bank of Omaha sold 15,400 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2020, an estimated $62K.
First National Bank of Omaha first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2016 and held it in 5 quarters.
First National Bank of Omaha's AMERICA FIRST TAX EXEMT INV LP position peaked at $154K in Q3 2019.
70 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2020.

Based on First National Bank of Omaha's 13F filing for Q4 2020, filed 18 Feb 2021.