Highlander Capital Management’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Highlander Capital 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 Q3	–	Sell	-23,185	Closed	-$127K	–	822
2016 Q2	$127K	Hold	23,185	–	–	0.12%	205
2016 Q1	$122K	Hold	23,185	–	–	0.11%	211
2015 Q4	$117K	Hold	23,185	–	–	0.11%	217
2015 Q3	$120K	Hold	23,185	–	–	0.11%	216
2015 Q2	$129K	Sell	23,185 -3,500	-13%	-$19.5K	0.12%	208
2015 Q1	$149K	Hold	26,685	–	–	0.13%	185
2014 Q4	$140K	Hold	26,685	–	–	0.12%	196
2014 Q3	$160K	Hold	26,685	–	–	0.15%	158
2014 Q2	$161K	Hold	26,685	–	–	0.15%	162
2014 Q1	$161K	Buy	26,685 +3,500	+15%	+$21.1K	0.15%	163
2013 Q4	$146K	Hold	23,185	–	–	0.14%	178
2013 Q3	$158K	Hold	23,185	–	–	0.16%	156
2013 Q2	$157K	Buy	+23,185	New	+$157K	0.17%	158

Other funds holding ATAXZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FAAS

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

Highlander Capital Management's ATAXZ Position: Q3 2016 in Review

Highlander Capital Management sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2016, closing a stake of 23,185 shares — an estimated $127K sold.

Highlander Capital Management first reported a position in ATAXZ in Q2 2013 and held it in 13 quarters. The position peaked at $161K in Q1 2014. 47 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2016.

Highlander Capital Management reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2016 after selling out during the quarter.
Highlander Capital Management sold 23,185 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2016, an estimated $127K.
Highlander Capital Management first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2013 and held it in 13 quarters.
Highlander Capital Management's AMERICA FIRST TAX EXEMT INV LP position peaked at $161K in Q1 2014.
47 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2016.

Based on Highlander Capital Management's 13F filing for Q3 2016, filed 15 Nov 2016.