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ATAXZ

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

NewEdge 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
2020
Q1 		– Sell
-19,947
Closed -$154K – 932
2019
Q4 		$154K Sell
19,947
-1,627
-8% -$12.6K 0.01% 773
2019
Q3 		$174K Buy
+21,574
New +$174K 0.01% 761

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors's ATAXZ Position: Q1 2020 in Review

NewEdge Advisors sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2020, closing a stake of 19,947 shares — an estimated $154K sold.

NewEdge Advisors first reported a position in ATAXZ in Q3 2019 and held it in 2 quarters. The position peaked at $174K in Q3 2019. 72 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2020.

  • NewEdge Advisors reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2020 after selling out during the quarter.
  • NewEdge Advisors sold 19,947 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2020, an estimated $154K.
  • NewEdge Advisors first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q3 2019 and held it in 2 quarters.
  • NewEdge Advisors's AMERICA FIRST TAX EXEMT INV LP position peaked at $174K in Q3 2019.
  • 72 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2020.

Based on NewEdge Advisors's 13F filing for Q1 2020, filed 4 May 2020.