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ATAXZ

Howe & Rusling’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Howe & Rusling’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
2021
Q1 		– Sell
-1,000
Closed -$4K – 1055
2020
Q4 		$4K Buy
+1,000
New +$4K ﹤0.01% 702

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Howe & Rusling's ATAXZ Position: Q1 2021 in Review

Howe & Rusling sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2021, closing a stake of 1,000 shares — an estimated $4K sold.

Howe & Rusling first reported a position in ATAXZ in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 66 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2021.

  • Howe & Rusling reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2021 after selling out during the quarter.
  • Howe & Rusling sold 1,000 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2021, an estimated $4K.
  • Howe & Rusling first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2020 and held it in 1 quarter.
  • Howe & Rusling's AMERICA FIRST TAX EXEMT INV LP position peaked at $4K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2021.

Based on Howe & Rusling's 13F filing for Q1 2021, filed 13 May 2021.