Investment Centers of America’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Investment Centers of America’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
2017 Q4	–	Sell	-17,250	Closed	-$103K	–	588
2017 Q3	$103K	Buy	+17,250	New	+$103K	0.01%	574

Other funds holding ATAXZ

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

FAAS

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

Investment Centers of America's ATAXZ Position: Q4 2017 in Review

Investment Centers of America sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2017, closing a stake of 17,250 shares — an estimated $103K sold.

Investment Centers of America first reported a position in ATAXZ in Q3 2017 and held it in 1 quarter. The position peaked at $103K in Q3 2017. 53 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2017.

Investment Centers of America reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2017 after selling out during the quarter.
Investment Centers of America sold 17,250 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2017, an estimated $103K.
Investment Centers of America first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q3 2017 and held it in 1 quarter.
Investment Centers of America's AMERICA FIRST TAX EXEMT INV LP position peaked at $103K in Q3 2017.
53 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.