HIM
ATAXZ

Hanlon Investment Management’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Hanlon Investment 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
2019
Q3 		– Sell
-16,190
Closed -$115K – 138
2019
Q2 		$115K Hold
16,190
– – 0.01% 126
2019
Q1 		$111K Buy
+16,190
New +$111K 0.01% 122

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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 $539M AUM 13.1% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hanlon Investment Management's ATAXZ Position: Q3 2019 in Review

Hanlon Investment Management sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2019, closing a stake of 16,190 shares — an estimated $115K sold.

Hanlon Investment Management first reported a position in ATAXZ in Q1 2019 and held it in 2 quarters. The position peaked at $115K in Q2 2019. 74 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2019.

  • Hanlon Investment Management reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2019 after selling out during the quarter.
  • Hanlon Investment Management sold 16,190 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2019, an estimated $115K.
  • Hanlon Investment Management first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2019 and held it in 2 quarters.
  • Hanlon Investment Management's AMERICA FIRST TAX EXEMT INV LP position peaked at $115K in Q2 2019.
  • 74 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2019.

Based on Hanlon Investment Management's 13F filing for Q3 2019, filed 7 Nov 2019.