MB Financial Bank - Trust Department’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

MB Financial Bank - Trust Department’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
2018 Q3	–	Sell	-3,650	Closed	-$23K	–	471
2018 Q2	$23K	Buy	+3,650	New	+$23K	﹤0.01%	274
2014 Q2	–	Sell	-500	Closed	-$3K	–	542
2014 Q1	$3K	Hold	500	–	–	﹤0.01%	410
2013 Q4	$3K	Buy	+500	New	+$3K	﹤0.01%	428

Other funds holding ATAXZ

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

AFIA

America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return

RJA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

RJFSA

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

AFM

Anson Funds Management Dallas, Texas $2.29B AUM 370.1% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

MB Financial Bank - Trust Department's ATAXZ Position: Q3 2018 in Review

MB Financial Bank - Trust Department sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2018, closing a stake of 3,650 shares — an estimated $23K sold.

MB Financial Bank - Trust Department first reported a position in ATAXZ in Q4 2013 and held it in 3 quarters. The position peaked at $23K in Q2 2018. 54 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2018.

MB Financial Bank - Trust Department reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2018 after selling out during the quarter.
MB Financial Bank - Trust Department sold 3,650 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2018, an estimated $23K.
MB Financial Bank - Trust Department first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2013 and held it in 3 quarters.
MB Financial Bank - Trust Department's AMERICA FIRST TAX EXEMT INV LP position peaked at $23K in Q2 2018.
54 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2018.

Based on MB Financial Bank - Trust Department's 13F filing for Q3 2018, filed 9 Oct 2018.