Quad-Cities Investment Group’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Quad-Cities Investment Group’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 Q3	–	Sell	-10,376	Closed	-$43K	–	165
2020 Q2	$43K	Sell	10,376 -4,507	-30%	-$18.7K	0.04%	153
2020 Q1	$78K	Sell	14,883 -14,388	-49%	-$75.4K	0.1%	136
2019 Q4	$224K	Buy	29,271 +452	+2%	+$3.46K	0.21%	130
2019 Q3	$237K	Buy	28,819 +2,467	+9%	+$20.3K	0.2%	117
2019 Q2	$186K	Buy	26,352 +3,902	+17%	+$27.5K	0.16%	138
2019 Q1	$154K	Buy	+22,450	New	+$154K	0.14%	158

Other funds holding ATAXZ

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Quad-Cities Investment Group's ATAXZ Position: Q3 2020 in Review

Quad-Cities Investment Group sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2020, closing a stake of 10,376 shares — an estimated $43K sold.

Quad-Cities Investment Group first reported a position in ATAXZ in Q1 2019 and held it in 6 quarters. The position peaked at $237K in Q3 2019. 57 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2020.

Quad-Cities Investment Group reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2020 after selling out during the quarter.
Quad-Cities Investment Group sold 10,376 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2020, an estimated $43K.
Quad-Cities Investment Group first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2019 and held it in 6 quarters.
Quad-Cities Investment Group's AMERICA FIRST TAX EXEMT INV LP position peaked at $237K in Q3 2019.
57 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2020.

Based on Quad-Cities Investment Group's 13F filing for Q3 2020, filed 9 Nov 2020.