MML Investors Services’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

MML Investors Services’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 Q1	–	Sell	-10,160	Closed	-$78K	–	1580
2019 Q4	$78K	Buy	+10,160	New	+$78K	﹤0.01%	1485
2019 Q3	–	Sell	-16,228	Closed	-$116K	–	1665
2019 Q2	$116K	Buy	16,228 +290	+2%	+$2.07K	﹤0.01%	1559
2019 Q1	$109K	Buy	15,938 +304	+2%	+$2.08K	﹤0.01%	1552
2018 Q4	$88K	Buy	15,634 +340	+2%	+$1.91K	﹤0.01%	1464
2018 Q3	$87K	Buy	+15,294	New	+$87K	﹤0.01%	1575

Other funds holding ATAXZ

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FAAS

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

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

MML Investors Services's ATAXZ Position: Q1 2020 in Review

MML Investors Services sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2020, closing a stake of 10,160 shares — an estimated $78K sold.

MML Investors Services first reported a position in ATAXZ in Q3 2018 and held it in 5 quarters. The position peaked at $116K in Q2 2019. 72 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2020.

MML Investors Services reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2020 after selling out during the quarter.
MML Investors Services sold 10,160 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2020, an estimated $78K.
MML Investors Services first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q3 2018 and held it in 5 quarters.
MML Investors Services's AMERICA FIRST TAX EXEMT INV LP position peaked at $116K in Q2 2019.
72 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2020.

Based on MML Investors Services's 13F filing for Q1 2020, filed 14 May 2020.