Lehman Financial Resources’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Lehman Financial Resources’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
2015 Q3	–	Sell	-1,000	Closed	-$5K	–	524
2015 Q2	$5K	Hold	1,000	–	–	﹤0.01%	366
2015 Q1	$6K	Hold	1,000	–	–	﹤0.01%	354
2014 Q4	$5K	Hold	1,000	–	–	﹤0.01%	349
2014 Q3	$6K	Hold	1,000	–	–	﹤0.01%	348
2014 Q2	$6K	Hold	1,000	–	–	﹤0.01%	335
2014 Q1	$6K	Hold	1,000	–	–	﹤0.01%	332
2013 Q4	$6K	Hold	1,000	–	–	﹤0.01%	317
2013 Q3	$7K	Hold	1,000	–	–	﹤0.01%	295
2013 Q2	$7K	Buy	+1,000	New	+$7K	﹤0.01%	265

Other funds holding ATAXZ

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

Talkot Capital Sausalito, California $73.7M AUM 8.5% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Lehman Financial Resources's ATAXZ Position: Q3 2015 in Review

Lehman Financial Resources sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2015, closing a stake of 1,000 shares — an estimated $5K sold.

Lehman Financial Resources first reported a position in ATAXZ in Q2 2013 and held it in 9 quarters. The position peaked at $7K in Q3 2013. 45 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2015.

Lehman Financial Resources reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2015 after selling out during the quarter.
Lehman Financial Resources sold 1,000 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2015, an estimated $5K.
Lehman Financial Resources first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2013 and held it in 9 quarters.
Lehman Financial Resources's AMERICA FIRST TAX EXEMT INV LP position peaked at $7K in Q3 2013.
45 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2015.

Based on Lehman Financial Resources's 13F filing for Q3 2015, filed 10 Nov 2015.