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

Pinnacle Summer 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
2015 Q4	$5K	Hold	1,000	–	–	﹤0.01%	634
2015 Q3	$5K	Hold	1,000	–	–	﹤0.01%	845
2015 Q2	$6K	Hold	1,000	–	–	﹤0.01%	602
2015 Q1	$6K	Hold	1,000	–	–	﹤0.01%	860
2014 Q4	$6K	Buy	+1,000	New	+$6K	﹤0.01%	877

Other funds holding ATAXZ

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

FAAS

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pinnacle Summer Investments's ATAXZ Position: Q4 2015 in Review

Pinnacle Summer Investments held its AMERICA FIRST TAX EXEMT INV LP (ATAXZ) position steady in Q4 2015 at 1,000 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Pinnacle Summer Investments first reported a position in ATAXZ in Q4 2014 and has held it in 5 quarters since. The position peaked at $6K in Q2 2015. 43 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2015.

Pinnacle Summer Investments held 1,000 shares of AMERICA FIRST TAX EXEMT INV LP worth $5K as of Q4 2015.
Pinnacle Summer Investments left its AMERICA FIRST TAX EXEMT INV LP share count unchanged in Q4 2015.
AMERICA FIRST TAX EXEMT INV LP made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #634 holding.
Pinnacle Summer Investments first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2014 and has held it in 5 quarters since.
Pinnacle Summer Investments's AMERICA FIRST TAX EXEMT INV LP position peaked at $6K in Q2 2015.
43 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.