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

IHT 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
2018 Q2	–	Sell	-6,728	Closed	-$42K	–	1679
2018 Q1	$42K	Hold	6,728	–	–	0.01%	737
2017 Q4	$42K	Hold	6,728	–	–	0.01%	749
2017 Q3	$41K	Hold	6,728	–	–	0.02%	578
2017 Q2	$4	Buy	+6,728	New	+$4	﹤0.01%	1150

Other funds holding ATAXZ

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

RJFSA

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

FAAS

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

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

IHT Wealth Management's ATAXZ Position: Q2 2018 in Review

IHT Wealth Management sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2018, closing a stake of 6,728 shares — an estimated $42K sold.

IHT Wealth Management first reported a position in ATAXZ in Q2 2017 and held it in 4 quarters. The position peaked at $42K in Q1 2018. 56 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2018.

IHT Wealth Management reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 6,728 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2018, an estimated $42K.
IHT Wealth Management first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2017 and held it in 4 quarters.
IHT Wealth Management's AMERICA FIRST TAX EXEMT INV LP position peaked at $42K in Q1 2018.
56 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.