OFS
ATAXZ

Orrstown Financial Services’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Orrstown Financial Services’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
Q2 		– Sell
-2,168
Closed -$15K – 243
2019
Q1 		$15K Buy
+2,168
New +$15K 0.02% 173

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Orrstown Financial Services's ATAXZ Position: Q2 2019 in Review

Orrstown Financial Services sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2019, closing a stake of 2,168 shares — an estimated $15K sold.

Orrstown Financial Services first reported a position in ATAXZ in Q1 2019 and held it in 1 quarter. The position peaked at $15K in Q1 2019. 69 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2019.

  • Orrstown Financial Services reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2019 after selling out during the quarter.
  • Orrstown Financial Services sold 2,168 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2019, an estimated $15K.
  • Orrstown Financial Services first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2019 and held it in 1 quarter.
  • Orrstown Financial Services's AMERICA FIRST TAX EXEMT INV LP position peaked at $15K in Q1 2019.
  • 69 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2019.

Based on Orrstown Financial Services's 13F filing for Q2 2019, filed 11 Jul 2019.