RIA
ATAXZ

Regal Investment Advisors’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Regal Investment 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
2013
Q4 		– Sell
-2,129
Closed -$15K – 1044
2013
Q3 		$15K Sell
2,129
-462
-18% -$3.25K 0.01% 527
2013
Q2 		$18K Buy
+2,591
New +$18K 0.01% 484

Other funds holding ATAXZ

PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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 $539M AUM 13.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Regal Investment Advisors's ATAXZ Position: Q4 2013 in Review

Regal Investment Advisors sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2013, closing a stake of 2,129 shares — an estimated $15K sold.

Regal Investment Advisors first reported a position in ATAXZ in Q2 2013 and held it in 2 quarters. The position peaked at $18K in Q2 2013. 38 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2013.

  • Regal Investment Advisors reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 2,129 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2013, an estimated $15K.
  • Regal Investment Advisors first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's AMERICA FIRST TAX EXEMT INV LP position peaked at $18K in Q2 2013.
  • 38 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.