Nine Chapters Capital Management’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Nine Chapters Capital Management’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
2014 Q4	–	Sell	-34,300	Closed	-$205K	–	1397
2014 Q3	$205K	Sell	34,300 -13,000	-27%	-$77.7K	0.02%	845
2014 Q2	$285K	Sell	47,300 -91,200	-66%	-$550K	0.02%	735
2014 Q1	$837K	Buy	138,500 +63,200	+84%	+$382K	0.1%	313
2013 Q4	$474K	Buy	+75,300	New	+$474K	0.05%	500

Other funds holding ATAXZ

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

OAM

Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AFIA

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

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

Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Nine Chapters Capital Management's ATAXZ Position: Q4 2014 in Review

Nine Chapters Capital Management sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2014, closing a stake of 34,300 shares — an estimated $205K sold.

Nine Chapters Capital Management first reported a position in ATAXZ in Q4 2013 and held it in 4 quarters. The position peaked at $837K in Q1 2014. 44 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2014.

Nine Chapters Capital Management reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2014 after selling out during the quarter.
Nine Chapters Capital Management sold 34,300 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2014, an estimated $205K.
Nine Chapters Capital Management first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2013 and held it in 4 quarters.
Nine Chapters Capital Management's AMERICA FIRST TAX EXEMT INV LP position peaked at $837K in Q1 2014.
44 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2014.

Based on Nine Chapters Capital Management's 13F filing for Q4 2014, filed 9 Feb 2015.