SBIA
ATAXZ

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

Sheaff Brock 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
2016
Q1 		– Sell
-12,000
Closed -$61K – 734
2015
Q4 		$61K Buy
+12,000
New +$61K 0.01% 610

Other funds holding ATAXZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Sheaff Brock Investment Advisors's ATAXZ Position: Q1 2016 in Review

Sheaff Brock Investment Advisors sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2016, closing a stake of 12,000 shares — an estimated $61K sold.

Sheaff Brock Investment Advisors first reported a position in ATAXZ in Q4 2015 and held it in 1 quarter. The position peaked at $61K in Q4 2015. 43 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2016.

  • Sheaff Brock Investment Advisors reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 12,000 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2016, an estimated $61K.
  • Sheaff Brock Investment Advisors first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2015 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's AMERICA FIRST TAX EXEMT INV LP position peaked at $61K in Q4 2015.
  • 43 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.