ST
ATAXZ

Spot Trading’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Spot Trading’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
Q4 		– Sell
-37,000
Closed -$218K – 3575
2016
Q3 		$218K Sell
37,000
-10,000
-21% -$58.9K ﹤0.01% 2040
2016
Q2 		$258K Buy
+47,000
New +$258K ﹤0.01% 2050

Other funds holding ATAXZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spot Trading's ATAXZ Position: Q4 2016 in Review

Spot Trading sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q4 2016, closing a stake of 900 shares — an estimated $5K sold.

Spot Trading first reported a position in ATAXZ in Q2 2016 and held it in 2 quarters. The position peaked at $66K in Q2 2016. 46 funds tracked by Wall St. Rank hold ATAXZ as of Q4 2016.

  • Spot Trading reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q4 2016 after selling out during the quarter.
  • Spot Trading sold 900 AMERICA FIRST TAX EXEMT INV LP shares in Q4 2016, an estimated $5K.
  • Spot Trading first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2016 and held it in 2 quarters.
  • Spot Trading's AMERICA FIRST TAX EXEMT INV LP position peaked at $66K in Q2 2016.
  • 46 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q4 2016.

Based on Spot Trading's 13F filing for Q4 2016, filed 7 Feb 2017.