PCA
ATAXZ

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

Personal Capital 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
Q2 		– Sell
-24,874
Closed -$77K – 381
2020
Q1 		$77K Buy
+24,874
New +$77K ﹤0.01% 337

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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 $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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Personal Capital Advisors's ATAXZ Position: Q2 2020 in Review

Personal Capital Advisors sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2020, closing a stake of 24,874 shares — an estimated $77K sold.

Personal Capital Advisors first reported a position in ATAXZ in Q1 2020 and held it in 1 quarter. The position peaked at $77K in Q1 2020. 61 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2020.

  • Personal Capital Advisors reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2020 after selling out during the quarter.
  • Personal Capital Advisors sold 24,874 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2020, an estimated $77K.
  • Personal Capital Advisors first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2020 and held it in 1 quarter.
  • Personal Capital Advisors's AMERICA FIRST TAX EXEMT INV LP position peaked at $77K in Q1 2020.
  • 61 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2020.

Based on Personal Capital Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.