Shine Investment Advisory Services’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Shine Investment Advisory Services’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	-13,273	Closed	-$55K	–	795
2020 Q2	$55K	Hold	13,273	–	–	0.02%	271
2020 Q1	$70K	Hold	13,273	–	–	0.03%	227
2019 Q4	$102K	Hold	13,273	–	–	0.04%	208
2019 Q3	$109K	Buy	+13,273	New	+$109K	0.05%	166
2019 Q2	–	Hold	0	–	-$91K	–	191
2019 Q1	–	Hold	0	–	-$75K	–	205
2018 Q4	–	Hold	0	–	-$76K	–	212
2018 Q3	–	Sell	-13,273	Closed	-$84K	–	229
2018 Q2	$84K	Buy	+13,273	New	+$84K	0.04%	214
2018 Q1	–	Hold	0	–	-$80K	–	205
2017 Q4	–	Hold	0	–	-$80K	–	217
2017 Q3	–	Hold	0	–	-$79K	–	203
2017 Q2	–	Sell	-13,273	Closed	-$74K	–	185
2017 Q1	$74K	Buy	+13,273	New	+$74K	0.05%	84

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

Shine Investment Advisory Services's ATAXZ Position: Q3 2020 in Review

Shine Investment Advisory Services sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2020, closing a stake of 13,273 shares — an estimated $55K sold.

Shine Investment Advisory Services first reported a position in ATAXZ in Q1 2017 and held it in 6 quarters. The position peaked at $109K in Q3 2019. 57 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2020.

Shine Investment Advisory Services reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 13,273 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2020, an estimated $55K.
Shine Investment Advisory Services first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2017 and held it in 6 quarters.
Shine Investment Advisory Services's AMERICA FIRST TAX EXEMT INV LP position peaked at $109K in Q3 2019.
57 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.