Salem Investment Counselors’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Salem Investment Counselors’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	-1,000	Closed	-$4K	–	755
2020 Q2	$4K	Hold	1,000	–	–	﹤0.01%	616
2020 Q1	$5K	Hold	1,000	–	–	﹤0.01%	580
2019 Q4	$8K	Hold	1,000	–	–	﹤0.01%	582
2019 Q3	$8K	Hold	1,000	–	–	﹤0.01%	553
2019 Q2	$7K	Hold	1,000	–	–	﹤0.01%	580
2019 Q1	$6K	Buy	+1,000	New	+$6K	﹤0.01%	443
2018 Q4	–	Sell	-1,000	Closed	-$6K	–	447
2018 Q3	$6K	Hold	1,000	–	–	﹤0.01%	443
2018 Q2	$6K	Hold	1,000	–	–	﹤0.01%	459
2018 Q1	$6K	Hold	1,000	–	–	﹤0.01%	477
2017 Q4	$6K	Hold	1,000	–	–	﹤0.01%	483
2017 Q3	$6K	Hold	1,000	–	–	﹤0.01%	489
2017 Q2	$6K	Buy	+1,000	New	+$6K	﹤0.01%	514
2017 Q1	–	Sell	-1,000	Closed	-$5K	–	751
2016 Q4	$5K	Hold	1,000	–	–	﹤0.01%	545
2016 Q3	$59	Buy	+1,000	New	+$59	﹤0.01%	444
2014 Q2	–	Sell	-51,000	Closed	-$308K	–	309
2014 Q1	$308K	Buy	+51,000	New	+$308K	0.04%	240

Other funds holding ATAXZ

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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 $539M AUM 13.1% 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 18.42% 1-Year Est. Return

Salem Investment Counselors's ATAXZ Position: Q3 2020 in Review

Salem Investment Counselors sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2020, closing a stake of 1,000 shares — an estimated $4K sold.

Salem Investment Counselors first reported a position in ATAXZ in Q1 2014 and held it in 15 quarters. The position peaked at $308K in Q1 2014. 57 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2020.

Salem Investment Counselors reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2020 after selling out during the quarter.
Salem Investment Counselors sold 1,000 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2020, an estimated $4K.
Salem Investment Counselors first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2014 and held it in 15 quarters.
Salem Investment Counselors's AMERICA FIRST TAX EXEMT INV LP position peaked at $308K in Q1 2014.
57 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2020.

Based on Salem Investment Counselors's 13F filing for Q3 2020, filed 13 Nov 2020.