Measured Wealth Private Client Group’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Measured Wealth Private Client Group’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	-53,150	Closed	-$219K	–	151
2020 Q2	$219K	Hold	53,150	–	–	0.13%	101
2020 Q1	$279K	Hold	53,150	–	–	0.22%	66
2019 Q4	$409K	Hold	53,150	–	–	0.27%	57
2019 Q3	$435K	Hold	53,150	–	–	0.28%	59
2019 Q2	$378K	Buy	+53,150	New	+$378K	0.22%	97

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

Measured Wealth Private Client Group's ATAXZ Position: Q3 2020 in Review

Measured Wealth Private Client Group sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2020, closing a stake of 53,150 shares — an estimated $219K sold.

Measured Wealth Private Client Group first reported a position in ATAXZ in Q2 2019 and held it in 5 quarters. The position peaked at $435K in Q3 2019. 57 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2020.

Measured Wealth Private Client Group reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2020 after selling out during the quarter.
Measured Wealth Private Client Group sold 53,150 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2020, an estimated $219K.
Measured Wealth Private Client Group first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2019 and held it in 5 quarters.
Measured Wealth Private Client Group's AMERICA FIRST TAX EXEMT INV LP position peaked at $435K in Q3 2019.
57 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2020.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2020, filed 15 Oct 2020.