SeaCrest Wealth Management’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

SeaCrest Wealth Management’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 Q4	–	Sell	-11,900	Closed	-$48K	–	666
2020 Q3	$48K	Hold	11,900	–	–	0.01%	573
2020 Q2	$49K	Hold	11,900	–	–	0.01%	546
2020 Q1	$62K	Hold	11,900	–	–	0.01%	494
2019 Q4	$92K	Hold	11,900	–	–	0.02%	543
2019 Q3	$97K	Hold	11,900	–	–	0.02%	531
2019 Q2	$85K	Hold	11,900	–	–	0.02%	503
2019 Q1	$82K	Hold	11,900	–	–	0.01%	773
2018 Q4	$67K	Hold	11,900	–	–	0.01%	805
2018 Q3	$68K	Buy	11,900 +1,500	+14%	+$8.57K	0.01%	892
2018 Q2	$66K	Hold	10,400	–	–	0.01%	878
2018 Q1	$64K	Hold	10,400	–	–	0.01%	860
2017 Q4	$63K	Buy	+10,400	New	+$63K	0.01%	876

Other funds holding ATAXZ

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

BCM

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SeaCrest Wealth Management's ATAXZ Position: Q4 2020 in Review

SeaCrest Wealth Management sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2020, closing a stake of 11,900 shares — an estimated $48K sold.

SeaCrest Wealth Management first reported a position in ATAXZ in Q4 2017 and held it in 12 quarters. The position peaked at $97K in Q3 2019. 70 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2020.

SeaCrest Wealth Management reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2020 after selling out during the quarter.
SeaCrest Wealth Management sold 11,900 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2020, an estimated $48K.
SeaCrest Wealth Management first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2017 and held it in 12 quarters.
SeaCrest Wealth Management's AMERICA FIRST TAX EXEMT INV LP position peaked at $97K in Q3 2019.
70 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2020.

Based on SeaCrest Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.