PAI
ATAXZ

Pittenger & Anderson Inc’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Pittenger & Anderson Inc’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
2014
Q3 		– Sell
-1,000
Closed -$6K – 390
2014
Q2 		$6K Buy
+1,000
New +$6K ﹤0.01% 371

Other funds holding ATAXZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return

Pittenger & Anderson Inc's ATAXZ Position: Q3 2014 in Review

Pittenger & Anderson Inc sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2014, closing a stake of 1,000 shares — an estimated $6K sold.

Pittenger & Anderson Inc first reported a position in ATAXZ in Q2 2014 and held it in 1 quarter. The position peaked at $6K in Q2 2014. 41 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2014.

  • Pittenger & Anderson Inc reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2014 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 1,000 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2014, an estimated $6K.
  • Pittenger & Anderson Inc first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2014 and held it in 1 quarter.
  • Pittenger & Anderson Inc's AMERICA FIRST TAX EXEMT INV LP position peaked at $6K in Q2 2014.
  • 41 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2014.

Based on Pittenger & Anderson Inc's 13F filing for Q3 2014, filed 13 Nov 2014.