JRM Investment Counsel’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

JRM Investment Counsel’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 Q2	–	Sell	-30,000	Closed	-$157K	–	21
2020 Q1	$157K	Hold	30,000	–	–	0.13%	21
2019 Q4	$231K	Hold	30,000	–	–	0.14%	28
2019 Q3	$245K	Buy	+30,000	New	+$245K	0.16%	26

Other funds holding ATAXZ

GWM

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

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

AFIA

America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

FAAS

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

BCM

Bluefin Capital Management New York $156M AUM 18.42% 1-Year Est. Return

JRM Investment Counsel's ATAXZ Position: Q2 2020 in Review

JRM Investment Counsel sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2020, closing a stake of 30,000 shares — an estimated $157K sold.

JRM Investment Counsel first reported a position in ATAXZ in Q3 2019 and held it in 3 quarters. The position peaked at $245K in Q3 2019. 61 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2020.

JRM Investment Counsel reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2020 after selling out during the quarter.
JRM Investment Counsel sold 30,000 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2020, an estimated $157K.
JRM Investment Counsel first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q3 2019 and held it in 3 quarters.
JRM Investment Counsel's AMERICA FIRST TAX EXEMT INV LP position peaked at $245K in Q3 2019.
61 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2020.

Based on JRM Investment Counsel's 13F filing for Q2 2020, filed 12 Aug 2020.