Russell Investments Group
ATAXZ

Russell Investments Group’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Russell Investments 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
2021
Q1 		– Sell
-16,800
Closed -$71K – 3285
2020
Q4 		$71K Hold
16,800
– – ﹤0.01% 2899
2020
Q3 		$68K Sell
16,800
-2,900
-15% -$11.7K ﹤0.01% 3047
2020
Q2 		$81K Buy
+19,700
New +$81K ﹤0.01% 2927
2020
Q1 		– Sell
-63,073
Closed -$485K – 3245
2019
Q4 		$485K Buy
+63,073
New +$485K ﹤0.01% 2406
2019
Q2 		– Hold
0
– – – 2788

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Russell Investments Group's ATAXZ Position: Q1 2021 in Review

Russell Investments Group sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2021, closing a stake of 16,800 shares — an estimated $71K sold.

Russell Investments Group first reported a position in ATAXZ in Q4 2019 and held it in 4 quarters. The position peaked at $485K in Q4 2019. 66 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2021.

  • Russell Investments Group reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2021 after selling out during the quarter.
  • Russell Investments Group sold 16,800 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2021, an estimated $71K.
  • Russell Investments Group first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2019 and held it in 4 quarters.
  • Russell Investments Group's AMERICA FIRST TAX EXEMT INV LP position peaked at $485K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2021.

Based on Russell Investments Group's 13F filing for Q1 2021, filed 10 May 2021.