Mariner Wealth Advisors (Madison)’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013 Q3	$48K	Buy	+7,000	New	+$48K	0.02%	94

Other funds holding ATAXZ

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

PAA

Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return

RJA

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

Mariner Wealth Advisors (Madison)'s ATAXZ Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) opened a new position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2013: 7,000 shares worth $48K. The stake represents 0.02% of the portfolio and ranks #94 among its holdings.

37 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2013.

Mariner Wealth Advisors (Madison) held 7,000 shares of AMERICA FIRST TAX EXEMT INV LP worth $48K as of Q3 2013.
AMERICA FIRST TAX EXEMT INV LP was a new Mariner Wealth Advisors (Madison) position in Q3 2013.
AMERICA FIRST TAX EXEMT INV LP made up 0.02% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #94 holding.
37 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.