PI
ATAXZ

PEAK6 Investments’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

PEAK6 Investments’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
-3,000
Closed -$25K – 4416
2019
Q3 		$25K Buy
+3,000
New +$25K ﹤0.01% 3512

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

PEAK6 Investments's ATAXZ Position: Q4 2019 in Review

PEAK6 Investments sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2019, closing a stake of 13,612 shares — an estimated $111K sold.

PEAK6 Investments first reported a position in ATAXZ in Q3 2019 and held it in 1 quarter. The position peaked at $111K in Q3 2019. 76 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2019.

  • PEAK6 Investments reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2019 after selling out during the quarter.
  • PEAK6 Investments sold 13,612 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2019, an estimated $111K.
  • PEAK6 Investments first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q3 2019 and held it in 1 quarter.
  • PEAK6 Investments's AMERICA FIRST TAX EXEMT INV LP position peaked at $111K in Q3 2019.
  • 76 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2019.

Based on PEAK6 Investments's 13F filing for Q4 2019, filed 13 Feb 2020.