Renaissance Technologies
ATAXZ

Renaissance Technologies’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Renaissance Technologies’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
2019
Q4 		– Sell
-22,573
Closed -$185K – 3909
2019
Q3 		$185K Sell
22,573
-131,727
-85% -$1.08M ﹤0.01% 3169
2019
Q2 		$1.1M Sell
154,300
-41,702
-21% -$297K ﹤0.01% 2633
2019
Q1 		$1.35M Buy
196,002
+105,602
+117% +$726K ﹤0.01% 2529
2018
Q4 		$508K Sell
90,400
-123,269
-58% -$693K ﹤0.01% 2858
2018
Q3 		$1.22M Buy
213,669
+24,227
+13% +$138K ﹤0.01% 2524
2018
Q2 		$1.2M Buy
189,442
+2,400
+1% +$15.2K ﹤0.01% 2523
2018
Q1 		$1.16M Sell
187,042
-48,270
-21% -$298K ﹤0.01% 2598
2017
Q4 		$1.42M Buy
235,312
+15,019
+7% +$90.9K ﹤0.01% 2513
2017
Q3 		$1.33M Buy
220,293
+13,369
+6% +$80.9K ﹤0.01% 2465
2017
Q2 		$1.23M Sell
206,924
-73,864
-26% -$439K ﹤0.01% 2495
2017
Q1 		$1.57M Sell
280,788
-57,743
-17% -$323K ﹤0.01% 2360
2016
Q4 		$1.83M Buy
338,531
+55,625
+20% +$300K ﹤0.01% 2273
2016
Q3 		$1.67M Buy
282,906
+98,169
+53% +$579K ﹤0.01% 2300
2016
Q2 		$1.01M Buy
184,737
+129,637
+235% +$710K ﹤0.01% 2533
2016
Q1 		$289K Sell
55,100
-117,900
-68% -$618K ﹤0.01% 2990
2015
Q4 		$875K Buy
173,000
+69,600
+67% +$352K ﹤0.01% 2523
2015
Q3 		$538K Sell
103,400
-30,568
-23% -$159K ﹤0.01% 2605
2015
Q2 		$744K Buy
133,968
+53,352
+66% +$296K ﹤0.01% 2584
2015
Q1 		$449K Sell
80,616
-99,882
-55% -$556K ﹤0.01% 2635
2014
Q4 		$949K Buy
180,498
+158,298
+713% +$832K ﹤0.01% 2147
2014
Q3 		$133K Sell
22,200
-59,695
-73% -$358K ﹤0.01% 2615
2014
Q2 		$493K Sell
81,895
-76,043
-48% -$458K ﹤0.01% 2327
2014
Q1 		$954K Buy
157,938
+37,749
+31% +$228K ﹤0.01% 2104
2013
Q4 		$756K Sell
120,189
-57,603
-32% -$362K ﹤0.01% 2211
2013
Q3 		$1.21M Sell
177,792
-82,608
-32% -$564K ﹤0.01% 1917
2013
Q2 		$1.76M Buy
+260,400
New +$1.76M ﹤0.01% 1650

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Renaissance Technologies's ATAXZ Position: Q4 2019 in Review

Renaissance Technologies sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2019, closing a stake of 22,573 shares — an estimated $185K sold.

Renaissance Technologies first reported a position in ATAXZ in Q2 2013 and held it in 26 quarters. The position peaked at $1.83M in Q4 2016. 76 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2019.

  • Renaissance Technologies reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2019 after selling out during the quarter.
  • Renaissance Technologies sold 22,573 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2019, an estimated $185K.
  • Renaissance Technologies first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2013 and held it in 26 quarters.
  • Renaissance Technologies's AMERICA FIRST TAX EXEMT INV LP position peaked at $1.83M in Q4 2016.
  • 76 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2019.

Based on Renaissance Technologies's 13F filing for Q4 2019, filed 13 Feb 2020.