Klingman & Associates’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Klingman & Associates’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
2016 Q4	–	Sell	-1,000	Closed	-$6K	–	377
2016 Q3	$6K	Hold	1,000	–	–	﹤0.01%	324
2016 Q2	$5K	Hold	1,000	–	–	﹤0.01%	338
2016 Q1	$5K	Hold	1,000	–	–	﹤0.01%	337
2015 Q4	$5K	Buy	+1,000	New	+$5K	﹤0.01%	341

Other funds holding ATAXZ

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

FAAS

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

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

Klingman & Associates's ATAXZ Position: Q4 2016 in Review

Klingman & Associates sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2016, closing a stake of 1,000 shares — an estimated $6K sold.

Klingman & Associates first reported a position in ATAXZ in Q4 2015 and held it in 4 quarters. The position peaked at $6K in Q3 2016. 46 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2016.

Klingman & Associates reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 1,000 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2016, an estimated $6K.
Klingman & Associates first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2015 and held it in 4 quarters.
Klingman & Associates's AMERICA FIRST TAX EXEMT INV LP position peaked at $6K in Q3 2016.
46 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.