HIM
ATAXZ

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

Hillsdale 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
2020
Q2 		– Sell
-150
Closed -$1K – 732
2020
Q1 		$1K Sell
150
-250
-63% -$1.67K ﹤0.01% 589
2019
Q4 		$3K Hold
400
– – ﹤0.01% 570
2019
Q3 		$3K Sell
400
-100
-20% -$750 ﹤0.01% 586
2019
Q2 		$4K Hold
500
– – ﹤0.01% 561
2019
Q1 		$3K Hold
500
– – ﹤0.01% 578
2018
Q4 		$3K Sell
500
-170
-25% -$1.02K ﹤0.01% 545
2018
Q3 		$4K Sell
670
-140
-17% -$836 ﹤0.01% 419
2018
Q2 		$5K Buy
810
+350
+76% +$2.16K ﹤0.01% 426
2018
Q1 		$3K Buy
460
+230
+100% +$1.5K ﹤0.01% 429
2017
Q4 		$1K Buy
230
+60
+35% +$261 ﹤0.01% 480
2017
Q3 		$1K Sell
170
-50
-23% -$294 ﹤0.01% 469
2017
Q2 		$1K Hold
220
– – ﹤0.01% 462
2017
Q1 		$1K Sell
220
-480
-69% -$2.18K ﹤0.01% 470
2016
Q4 		$4K Buy
700
+210
+43% +$1.2K ﹤0.01% 414
2016
Q3 		$3K Buy
490
+10
+2% +$61 ﹤0.01% 452
2016
Q2 		$3K Sell
480
-80
-14% -$500 ﹤0.01% 462
2016
Q1 		$3K Sell
560
-490
-47% -$2.63K ﹤0.01% 443
2015
Q4 		$5K Buy
+1,050
New +$5K ﹤0.01% 409

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
BCM
Bluefin Capital Management New York $156M AUM 18.42% 1-Year Est. Return

Hillsdale Investment Management's ATAXZ Position: Q2 2020 in Review

Hillsdale Investment Management sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2020, closing a stake of 150 shares — an estimated $1K sold.

Hillsdale Investment Management first reported a position in ATAXZ in Q4 2015 and held it in 18 quarters. The position peaked at $5K in Q2 2018. 61 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2020.

  • Hillsdale Investment Management reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2020 after selling out during the quarter.
  • Hillsdale Investment Management sold 150 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2020, an estimated $1K.
  • Hillsdale Investment Management first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2015 and held it in 18 quarters.
  • Hillsdale Investment Management's AMERICA FIRST TAX EXEMT INV LP position peaked at $5K in Q2 2018.
  • 61 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2020.

Based on Hillsdale Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.