SNC
ATAXZ

Stifel Nicolaus & Co’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$97.8K Hold
14,320
– – ﹤0.01% 1439
2013
Q2 		$96.8K Buy
+14,320
New +$96.8K ﹤0.01% 1336

Other funds holding ATAXZ

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stifel Nicolaus & Co's ATAXZ Position: Q3 2013 in Review

Stifel Nicolaus & Co held its AMERICA FIRST TAX EXEMT INV LP (ATAXZ) position steady in Q3 2013 at 14,320 shares worth $97.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Stifel Nicolaus & Co first reported a position in ATAXZ in Q2 2013 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2013.

  • Stifel Nicolaus & Co held 14,320 shares of AMERICA FIRST TAX EXEMT INV LP worth $97.8K as of Q3 2013.
  • Stifel Nicolaus & Co left its AMERICA FIRST TAX EXEMT INV LP share count unchanged in Q3 2013.
  • AMERICA FIRST TAX EXEMT INV LP made up ﹤0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1439 holding.
  • Stifel Nicolaus & Co first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2013 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.