FFW
ATAXZ

Fusion Family Wealth’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Fusion Family Wealth’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
Q4 		– Sell
-1,904
Closed -$12K – 321
2017
Q3 		$12K Buy
+1,904
New +$12K ﹤0.01% 147

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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 $536M AUM 12.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Fusion Family Wealth's ATAXZ Position: Q4 2017 in Review

Fusion Family Wealth sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2017, closing a stake of 1,904 shares — an estimated $12K sold.

Fusion Family Wealth first reported a position in ATAXZ in Q3 2017 and held it in 1 quarter. The position peaked at $12K in Q3 2017. 53 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2017.

  • Fusion Family Wealth reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 1,904 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2017, an estimated $12K.
  • Fusion Family Wealth first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q3 2017 and held it in 1 quarter.
  • Fusion Family Wealth's AMERICA FIRST TAX EXEMT INV LP position peaked at $12K in Q3 2017.
  • 53 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2017.

Based on Fusion Family Wealth's 13F filing for Q4 2017, filed 6 Feb 2018.