JIC
ATAXZ

Joel Isaacson & Co’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Joel Isaacson & Co’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
Q1 		– Sell
-15,005
Closed -$91K – 202
2017
Q4 		$91K Buy
+15,005
New +$91K 0.02% 190

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
UBS Group
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Joel Isaacson & Co's ATAXZ Position: Q1 2018 in Review

Joel Isaacson & Co sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2018, closing a stake of 15,005 shares — an estimated $91K sold.

Joel Isaacson & Co first reported a position in ATAXZ in Q4 2017 and held it in 1 quarter. The position peaked at $91K in Q4 2017. 52 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2018.

  • Joel Isaacson & Co reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2018 after selling out during the quarter.
  • Joel Isaacson & Co sold 15,005 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2018, an estimated $91K.
  • Joel Isaacson & Co first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2017 and held it in 1 quarter.
  • Joel Isaacson & Co's AMERICA FIRST TAX EXEMT INV LP position peaked at $91K in Q4 2017.
  • 52 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2018.

Based on Joel Isaacson & Co's 13F filing for Q1 2018, filed 1 May 2018.