Norris Perne & French’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Norris Perne & French’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
2018 Q3	–	Sell	-10,399	Closed	-$66K	–	146
2018 Q2	$66K	Buy	+10,399	New	+$66K	0.01%	137

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

Norris Perne & French's ATAXZ Position: Q3 2018 in Review

Norris Perne & French sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2018, closing a stake of 10,399 shares — an estimated $66K sold.

Norris Perne & French first reported a position in ATAXZ in Q2 2018 and held it in 1 quarter. The position peaked at $66K in Q2 2018. 54 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2018.

Norris Perne & French reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2018 after selling out during the quarter.
Norris Perne & French sold 10,399 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2018, an estimated $66K.
Norris Perne & French first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2018 and held it in 1 quarter.
Norris Perne & French's AMERICA FIRST TAX EXEMT INV LP position peaked at $66K in Q2 2018.
54 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2018.

Based on Norris Perne & French's 13F filing for Q3 2018, filed 29 Oct 2018.