Janney Montgomery Scott’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Janney Montgomery Scott’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 Q3	–	Sell	-22,000	Closed	-$91K	–	2169
2020 Q2	$91K	Hold	22,000	–	–	﹤0.01%	1936
2020 Q1	$115K	Buy	22,000 +10,000	+83%	+$52.3K	﹤0.01%	1766
2019 Q4	$92K	Hold	12,000	–	–	﹤0.01%	2015
2019 Q3	$98K	Hold	12,000	–	–	﹤0.01%	1988
2019 Q2	$85K	Hold	12,000	–	–	﹤0.01%	2007
2019 Q1	$82K	Hold	12,000	–	–	﹤0.01%	1955
2018 Q4	$67K	Hold	12,000	–	–	﹤0.01%	1893
2018 Q3	$68K	Hold	12,000	–	–	﹤0.01%	2015
2018 Q2	$76K	Hold	12,000	–	–	﹤0.01%	1958
2018 Q1	$74K	Sell	12,000 -18,599	-61%	-$115K	﹤0.01%	1910
2017 Q4	$185K	Buy	30,599 +18,599	+155%	+$112K	﹤0.01%	1817
2017 Q3	$73K	Hold	12,000	–	–	﹤0.01%	1798
2017 Q2	$71K	Hold	12,000	–	–	﹤0.01%	1709
2017 Q1	$67K	Hold	12,000	–	–	﹤0.01%	1703
2016 Q4	$65K	Hold	12,000	–	–	﹤0.01%	1652
2016 Q3	$71K	Buy	+12,000	New	+$71K	﹤0.01%	1492
2016 Q2	–	Sell	-12,000	Closed	-$63K	–	1360
2016 Q1	$63K	Sell	12,000 -9,000	-43%	-$47.3K	﹤0.01%	1237
2015 Q4	$106K	Buy	21,000 +4,000	+24%	+$20.2K	﹤0.01%	1310
2015 Q3	$88K	Hold	17,000	–	–	﹤0.01%	1345
2015 Q2	$94.3K	Buy	17,000 +7,000	+70%	+$38.9K	﹤0.01%	1970
2015 Q1	$56K	Buy	+10,000	New	+$56K	﹤0.01%	2347

Other funds holding ATAXZ

GWM

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Janney Montgomery Scott's ATAXZ Position: Q3 2020 in Review

Janney Montgomery Scott sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2020, closing a stake of 22,000 shares — an estimated $91K sold.

Janney Montgomery Scott first reported a position in ATAXZ in Q1 2015 and held it in 21 quarters. The position peaked at $185K in Q4 2017. 57 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2020.

Janney Montgomery Scott reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2020 after selling out during the quarter.
Janney Montgomery Scott sold 22,000 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2020, an estimated $91K.
Janney Montgomery Scott first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2015 and held it in 21 quarters.
Janney Montgomery Scott's AMERICA FIRST TAX EXEMT INV LP position peaked at $185K in Q4 2017.
57 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2020.

Based on Janney Montgomery Scott's 13F filing for Q3 2020, filed 6 Nov 2020.