Stratos Wealth Partners’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Stratos Wealth Partners’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
2019 Q1	–	Sell	-11,900	Closed	-$67K	–	964
2018 Q4	$67K	Buy	11,900 +5,000	+72%	+$28.2K	﹤0.01%	846
2018 Q3	$39K	Buy	+6,900	New	+$39K	﹤0.01%	1574
2018 Q2	–	Sell	-6,400	Closed	-$40K	–	3202
2018 Q1	$40K	Hold	6,400	–	–	﹤0.01%	1698
2017 Q4	$39K	Buy	+6,400	New	+$39K	﹤0.01%	1644

Other funds holding ATAXZ

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Stratos Wealth Partners's ATAXZ Position: Q1 2019 in Review

Stratos Wealth Partners sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2019, closing a stake of 11,900 shares — an estimated $67K sold.

Stratos Wealth Partners first reported a position in ATAXZ in Q4 2017 and held it in 4 quarters. The position peaked at $67K in Q4 2018. 66 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2019.

Stratos Wealth Partners reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2019 after selling out during the quarter.
Stratos Wealth Partners sold 11,900 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2019, an estimated $67K.
Stratos Wealth Partners first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2017 and held it in 4 quarters.
Stratos Wealth Partners's AMERICA FIRST TAX EXEMT INV LP position peaked at $67K in Q4 2018.
66 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2019.

Based on Stratos Wealth Partners's 13F filing for Q1 2019, filed 7 May 2019.