GP
ATAXZ

Girard Partners’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Girard Partners’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
Q1 		– Sell
-26,227
Closed -$159K – 295
2017
Q4 		$159K Sell
26,227
-8,235
-24% -$49.9K 0.03% 270
2017
Q3 		$208K Sell
34,462
-24,600
-42% -$148K 0.04% 242
2017
Q2 		$351K Buy
+59,062
New +$351K 0.08% 189

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Girard Partners's ATAXZ Position: Q1 2018 in Review

Girard Partners sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2018, closing a stake of 26,227 shares — an estimated $159K sold.

Girard Partners first reported a position in ATAXZ in Q2 2017 and held it in 3 quarters. The position peaked at $351K in Q2 2017. 52 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2018.

  • Girard Partners reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2018 after selling out during the quarter.
  • Girard Partners sold 26,227 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2018, an estimated $159K.
  • Girard Partners first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2017 and held it in 3 quarters.
  • Girard Partners's AMERICA FIRST TAX EXEMT INV LP position peaked at $351K in Q2 2017.
  • 52 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2018.

Based on Girard Partners's 13F filing for Q1 2018, filed 18 Apr 2018.