FLC Capital Advisors’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

FLC Capital Advisors’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
2021 Q4	–	Sell	-11,300	Closed	-$67K	–	180
2021 Q3	$67K	Hold	11,300	–	–	0.02%	171
2021 Q2	$76K	Hold	11,300	–	–	0.02%	168
2021 Q1	$62K	Buy	+11,300	New	+$62K	0.02%	160
2020 Q1	–	Sell	-36,360	Closed	-$280K	–	148
2019 Q4	$280K	Hold	36,360	–	–	0.11%	91
2019 Q3	$297K	Hold	36,360	–	–	0.13%	90
2019 Q2	$255K	Hold	36,360	–	–	0.11%	99
2019 Q1	$250K	Buy	+36,360	New	+$250K	0.11%	90

Other funds holding ATAXZ

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

Freestone Capital Holdings Seattle, Washington $3.28B AUM 21.14% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return

Bluefin Capital Management New York $103M AUM 18.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return