SB
ATAXZ

Simmons Bank’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Simmons Bank’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
Q2 		– Sell
-10,000
Closed -$53K – 295
2016
Q1 		$53K Buy
+10,000
New +$53K 0.01% 285

Other funds holding ATAXZ

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Simmons Bank's ATAXZ Position: Q2 2016 in Review

Simmons Bank sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2016, closing a stake of 10,000 shares — an estimated $53K sold.

Simmons Bank first reported a position in ATAXZ in Q1 2016 and held it in 1 quarter. The position peaked at $53K in Q1 2016. 42 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2016.

  • Simmons Bank reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2016 after selling out during the quarter.
  • Simmons Bank sold 10,000 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2016, an estimated $53K.
  • Simmons Bank first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2016 and held it in 1 quarter.
  • Simmons Bank's AMERICA FIRST TAX EXEMT INV LP position peaked at $53K in Q1 2016.
  • 42 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2016.

Based on Simmons Bank's 13F filing for Q2 2016, filed 3 Aug 2016.