Mariner’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Mariner’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 Q3	–	Sell	-71,148	Closed	-$293K	–	763
2020 Q2	$293K	Sell	71,148 -143,397	-67%	-$591K	﹤0.01%	681
2020 Q1	$1.12M	Buy	214,545 +31,500	+17%	+$165K	0.01%	459
2019 Q4	$1.41M	Buy	183,045 +13,500	+8%	+$104K	0.01%	446
2019 Q3	$1.39M	Hold	169,545	–	–	0.02%	420
2019 Q2	$1.21M	Buy	169,545 +147,100	+655%	+$1.05M	0.01%	497
2019 Q1	$154K	Hold	22,445	–	–	﹤0.01%	987
2018 Q4	$126K	Buy	+22,445	New	+$126K	﹤0.01%	798

Other funds holding ATAXZ

GWM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Mariner's ATAXZ Position: Q3 2020 in Review

Mariner sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2020, closing a stake of 71,148 shares — an estimated $293K sold.

Mariner first reported a position in ATAXZ in Q4 2018 and held it in 7 quarters. The position peaked at $1.41M in Q4 2019. 57 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2020.

Mariner reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2020 after selling out during the quarter.
Mariner sold 71,148 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2020, an estimated $293K.
Mariner first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2018 and held it in 7 quarters.
Mariner's AMERICA FIRST TAX EXEMT INV LP position peaked at $1.41M in Q4 2019.
57 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2020.

Based on Mariner's 13F filing for Q3 2020, filed 13 Nov 2020.