New England Private Wealth Advisors’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

New England Private Wealth 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
2019 Q4	–	Sell	-11,500	Closed	-$94K	–	174
2019 Q3	$94K	Hold	11,500	–	–	0.02%	165
2019 Q2	$82K	Hold	11,500	–	–	0.02%	162
2019 Q1	$79K	Hold	11,500	–	–	0.02%	154
2018 Q4	$65K	Hold	11,500	–	–	0.02%	140
2018 Q3	$66K	Hold	11,500	–	–	0.02%	154
2018 Q2	$73K	Hold	11,500	–	–	0.02%	149
2018 Q1	$71K	Hold	11,500	–	–	0.02%	147
2017 Q4	$70K	Buy	+11,500	New	+$70K	0.02%	144
2017 Q3	–	Sell	-11,500	Closed	-$68K	–	146
2017 Q2	$68K	Hold	11,500	–	–	0.02%	141
2017 Q1	$64K	Hold	11,500	–	–	0.02%	135
2016 Q4	$62K	Buy	+11,500	New	+$62K	0.02%	119
2016 Q3	–	Sell	-11,500	Closed	-$63K	–	126
2016 Q2	$63K	Buy	+11,500	New	+$63K	0.02%	118

Other funds holding ATAXZ

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

New England Private Wealth Advisors's ATAXZ Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2019, closing a stake of 11,500 shares — an estimated $94K sold.

New England Private Wealth Advisors first reported a position in ATAXZ in Q2 2016 and held it in 12 quarters. The position peaked at $94K in Q3 2019. 76 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2019.

New England Private Wealth Advisors reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2019 after selling out during the quarter.
New England Private Wealth Advisors sold 11,500 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2019, an estimated $94K.
New England Private Wealth Advisors first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2016 and held it in 12 quarters.
New England Private Wealth Advisors's AMERICA FIRST TAX EXEMT INV LP position peaked at $94K in Q3 2019.
76 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.