Natixis’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Natixis’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	-265,500	Closed	-$1.71M	–	1400
2021 Q4	$1.71M	Hold	265,500	–	–	0.01%	815
2021 Q3	$1.58M	Hold	265,500	–	–	0.01%	780
2021 Q2	$1.79M	Hold	265,500	–	–	0.01%	538
2021 Q1	$1.47M	Buy	+265,500	New	+$1.47M	﹤0.01%	767
2014 Q2	–	Sell	-12,400	Closed	-$75K	–	592
2014 Q1	$75K	Buy	+12,400	New	+$75K	﹤0.01%	468

Other funds holding ATAXZ

Freestone Capital Holdings Seattle, Washington $3.28B AUM 21.14% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bluefin Capital Management New York $103M AUM 18.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return