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

Macroview 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
2020 Q1	–	Sell	-3,040	Closed	-$23K	–	372
2019 Q4	$23K	Sell	3,040 -154	-5%	-$1.17K	0.05%	111
2019 Q3	$26K	Sell	3,194 -314	-9%	-$2.56K	0.06%	94
2019 Q2	$25K	Buy	+3,508	New	+$25K	0.06%	107

Other funds holding ATAXZ

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

RJA

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

AFIA

America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

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

Macroview Investment Management's ATAXZ Position: Q1 2020 in Review

Macroview Investment Management sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2020, closing a stake of 3,040 shares — an estimated $23K sold.

Macroview Investment Management first reported a position in ATAXZ in Q2 2019 and held it in 3 quarters. The position peaked at $26K in Q3 2019. 72 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2020.

Macroview Investment Management reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2020 after selling out during the quarter.
Macroview Investment Management sold 3,040 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2020, an estimated $23K.
Macroview Investment Management first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2019 and held it in 3 quarters.
Macroview Investment Management's AMERICA FIRST TAX EXEMT INV LP position peaked at $26K in Q3 2019.
72 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2020.

Based on Macroview Investment Management's 13F filing for Q1 2020, filed 6 May 2020.