Sigma Planning Corp’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Sigma Planning Corp’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	-24,918	Closed	-$103K	–	1196
2020 Q2	$103K	Sell	24,918 -285	-1%	-$1.18K	﹤0.01%	1001
2020 Q1	$132K	Sell	25,203 -3,959	-14%	-$20.7K	0.01%	830
2019 Q4	$225K	Buy	29,162 +2,765	+10%	+$21.3K	0.01%	920
2019 Q3	$216K	Sell	26,397 -1,662	-6%	-$13.6K	0.01%	896
2019 Q2	$200K	Buy	28,059 +5,736	+26%	+$40.9K	0.01%	918
2019 Q1	$153K	Buy	+22,323	New	+$153K	0.01%	878

Other funds holding ATAXZ

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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 $536M AUM 12.62% 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 18.47% 1-Year Est. Return

Sigma Planning Corp's ATAXZ Position: Q3 2020 in Review

Sigma Planning Corp sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2020, closing a stake of 24,918 shares — an estimated $103K sold.

Sigma Planning Corp first reported a position in ATAXZ in Q1 2019 and held it in 6 quarters. The position peaked at $225K in Q4 2019. 57 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2020.

Sigma Planning Corp reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2020 after selling out during the quarter.
Sigma Planning Corp sold 24,918 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2020, an estimated $103K.
Sigma Planning Corp first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2019 and held it in 6 quarters.
Sigma Planning Corp's AMERICA FIRST TAX EXEMT INV LP position peaked at $225K in Q4 2019.
57 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2020.

Based on Sigma Planning Corp's 13F filing for Q3 2020, filed 3 Nov 2020.