NPC
ATAXZ

National Planning Corporation’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-7,100
Closed -$37.8K – 2815
2014
Q4 		$37.8K Buy
+7,100
New +$37.8K ﹤0.01% 1403

Other funds holding ATAXZ

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TC
Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return

National Planning Corporation's ATAXZ Position: Q1 2015 in Review

National Planning Corporation sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2015, closing a stake of 7,100 shares — an estimated $37.8K sold.

National Planning Corporation first reported a position in ATAXZ in Q4 2014 and held it in 1 quarter. The position peaked at $37.8K in Q4 2014. 44 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2015.

  • National Planning Corporation reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 7,100 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2015, an estimated $37.8K.
  • National Planning Corporation first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's AMERICA FIRST TAX EXEMT INV LP position peaked at $37.8K in Q4 2014.
  • 44 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.