MBM Wealth Consultants’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

MBM Wealth Consultants’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
2021 Q4	–	Sell	-3,640	Closed	-$22K	–	314
2021 Q3	$22K	Hold	3,640	–	–	0.01%	203
2021 Q2	$25K	Hold	3,640	–	–	0.01%	181
2021 Q1	$20K	Hold	3,640	–	–	0.01%	194
2020 Q4	$15K	Hold	3,640	–	–	0.01%	175
2020 Q3	$15K	Hold	3,640	–	–	0.01%	165
2020 Q2	$15K	Hold	3,640	–	–	0.01%	164
2020 Q1	$19K	Hold	3,640	–	–	0.02%	140
2019 Q4	$28K	Hold	3,640	–	–	0.02%	140
2019 Q3	$30K	Hold	3,640	–	–	0.02%	133
2019 Q2	$26K	Hold	3,640	–	–	0.02%	139
2019 Q1	$25K	Hold	3,640	–	–	0.02%	145
2018 Q4	$20K	Buy	+3,640	New	+$20K	0.02%	156

Other funds holding ATAXZ

GWM

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

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

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

BCM

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

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

SIC

Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

MBM Wealth Consultants's ATAXZ Position: Q4 2021 in Review

MBM Wealth Consultants sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2021, closing a stake of 3,640 shares — an estimated $22K sold.

MBM Wealth Consultants first reported a position in ATAXZ in Q4 2018 and held it in 12 quarters. The position peaked at $30K in Q3 2019. 67 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2021.

MBM Wealth Consultants reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2021 after selling out during the quarter.
MBM Wealth Consultants sold 3,640 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2021, an estimated $22K.
MBM Wealth Consultants first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2018 and held it in 12 quarters.
MBM Wealth Consultants's AMERICA FIRST TAX EXEMT INV LP position peaked at $30K in Q3 2019.
67 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2021.

Based on MBM Wealth Consultants's 13F filing for Q4 2021, filed 15 Feb 2022.