Mercer Global Advisors
ATAXZ

Mercer Global Advisors’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Mercer Global Advisors’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
2022
Q1 		– Sell
-15,100
Closed -$97K – 1981
2021
Q4 		$97K Sell
15,100
-2,200
-13% -$14.1K ﹤0.01% 1723
2021
Q3 		$103K Hold
17,300
– – ﹤0.01% 1685
2021
Q2 		$117K Hold
17,300
– – ﹤0.01% 1614
2021
Q1 		$96K Buy
+17,300
New +$96K ﹤0.01% 1556

Other funds holding ATAXZ

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
Morgan Stanley
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors's ATAXZ Position: Q1 2022 in Review

Mercer Global Advisors sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2022, closing a stake of 15,100 shares — an estimated $97K sold.

Mercer Global Advisors first reported a position in ATAXZ in Q1 2021 and held it in 4 quarters. The position peaked at $117K in Q2 2021. 54 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2022.

  • Mercer Global Advisors reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2022 after selling out during the quarter.
  • Mercer Global Advisors sold 15,100 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2022, an estimated $97K.
  • Mercer Global Advisors first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2021 and held it in 4 quarters.
  • Mercer Global Advisors's AMERICA FIRST TAX EXEMT INV LP position peaked at $117K in Q2 2021.
  • 54 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2022.

Based on Mercer Global Advisors's 13F filing for Q1 2022, filed 10 May 2022.