JP Morgan Private Wealth Advisors’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

JP Morgan Private Wealth Advisors’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 Q4	–	Sell	-10,000	Closed	-$41K	–	1763
2020 Q3	$41K	Sell	10,000 -45,000	-82%	-$185K	﹤0.01%	1578
2020 Q2	$227K	Buy	55,000 +5,000	+10%	+$20.6K	﹤0.01%	1421
2020 Q1	$262K	Sell	50,000 -5,000	-9%	-$26.2K	﹤0.01%	1182
2019 Q4	$424K	Buy	55,000 +9,000	+20%	+$69.4K	﹤0.01%	1112
2019 Q3	$376K	Buy	+46,000	New	+$376K	﹤0.01%	1107
2019 Q2	–	Sell	-131,001	Closed	-$900K	–	1506
2019 Q1	$900K	Sell	131,001 -111,286	-46%	-$765K	﹤0.01%	830
2018 Q4	$1.36M	Hold	242,287	–	–	0.01%	658
2018 Q3	$1.38M	Hold	242,287	–	–	0.01%	725
2018 Q2	$1.54M	Buy	+242,287	New	+$1.54M	0.01%	656
2016 Q1	–	Sell	-22,500	Closed	-$114K	–	1354
2015 Q4	$114K	Buy	+22,500	New	+$114K	﹤0.01%	1067
2014 Q4	–	Sell	-60,000	Closed	-$359K	–	1180
2014 Q3	$359K	Buy	+60,000	New	+$359K	﹤0.01%	789

Other funds holding ATAXZ

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

BCM

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's ATAXZ Position: Q4 2020 in Review

JP Morgan Private Wealth Advisors sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2020, closing a stake of 10,000 shares — an estimated $41K sold.

JP Morgan Private Wealth Advisors first reported a position in ATAXZ in Q3 2014 and held it in 11 quarters. The position peaked at $1.54M in Q2 2018. 70 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2020.

JP Morgan Private Wealth Advisors reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2020 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,000 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2020, an estimated $41K.
JP Morgan Private Wealth Advisors first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q3 2014 and held it in 11 quarters.
JP Morgan Private Wealth Advisors's AMERICA FIRST TAX EXEMT INV LP position peaked at $1.54M in Q2 2018.
70 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.