Gupta Wealth Management’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Gupta Wealth Management’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
2016 Q1	$305K	Hold	58,150	–	–	0.07%	192
2015 Q4	$294K	Hold	58,150	–	–	0.07%	193
2015 Q3	$302K	Buy	58,150 +18,150	+45%	+$94.3K	0.07%	182
2015 Q2	$222K	Buy	40,000 +10,000	+33%	+$55.5K	0.05%	240
2015 Q1	$167K	Buy	+30,000	New	+$167K	0.05%	242

Other funds holding ATAXZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AFIA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Gupta Wealth Management's ATAXZ Position: Q1 2016 in Review

Gupta Wealth Management held its AMERICA FIRST TAX EXEMT INV LP (ATAXZ) position steady in Q1 2016 at 58,150 shares worth $305K. The position accounts for 0.07% of the portfolio, ranked #192.

Gupta Wealth Management first reported a position in ATAXZ in Q1 2015 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2016.

Gupta Wealth Management held 58,150 shares of AMERICA FIRST TAX EXEMT INV LP worth $305K as of Q1 2016.
Gupta Wealth Management left its AMERICA FIRST TAX EXEMT INV LP share count unchanged in Q1 2016.
AMERICA FIRST TAX EXEMT INV LP made up 0.07% of Gupta Wealth Management's portfolio in Q1 2016, its #192 holding.
Gupta Wealth Management first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2015 and has held it in 5 quarters since.
43 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.