LIM
ATAXZ

Leavell Investment Management’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Leavell Investment Management’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
2014
Q4 		– Sell
-17,000
Closed -$102K – 412
2014
Q3 		$102K Hold
17,000
– – 0.02% 393
2014
Q2 		$102K Hold
17,000
– – 0.02% 394
2014
Q1 		$103K Hold
17,000
– – 0.02% 387
2013
Q4 		$107K Buy
+17,000
New +$107K 0.02% 385

Other funds holding ATAXZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Leavell Investment Management's ATAXZ Position: Q4 2014 in Review

Leavell Investment Management sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2014, closing a stake of 17,000 shares — an estimated $102K sold.

Leavell Investment Management first reported a position in ATAXZ in Q4 2013 and held it in 4 quarters. The position peaked at $107K in Q4 2013. 44 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2014.

  • Leavell Investment Management reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2014 after selling out during the quarter.
  • Leavell Investment Management sold 17,000 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2014, an estimated $102K.
  • Leavell Investment Management first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2013 and held it in 4 quarters.
  • Leavell Investment Management's AMERICA FIRST TAX EXEMT INV LP position peaked at $107K in Q4 2013.
  • 44 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2014.

Based on Leavell Investment Management's 13F filing for Q4 2014, filed 3 Feb 2015.