TRCT
ATAXZ

Tower Research Capital (TRC)’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Tower Research Capital (TRC)’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
Q2 		– Sell
-2,903
Closed -$15K – 5216
2020
Q1 		$15K Buy
+2,903
New +$15K ﹤0.01% 1865
2019
Q1 		– Sell
-2,359
Closed -$13K – 4771
2018
Q4 		$13K Buy
+2,359
New +$13K ﹤0.01% 2297
2018
Q2 		– Sell
-3,739
Closed -$23K – 4488
2018
Q1 		$23K Buy
+3,739
New +$23K ﹤0.01% 2109
2017
Q4 		– Sell
-100
Closed -$1K – 4525
2017
Q3 		$1K Buy
+100
New +$1K ﹤0.01% 3727
2017
Q1 		– Sell
-400
Closed -$2K – 4675
2016
Q4 		$2K Buy
+400
New +$2K ﹤0.01% 3551
2016
Q2 		– Sell
-771
Closed -$4K – 5633
2016
Q1 		$4K Buy
+771
New +$4K ﹤0.01% 3028
2015
Q4 		– Sell
-4,724
Closed -$25K – 5810
2015
Q3 		$25K Buy
4,724
+4,620
+4,442% +$24.4K ﹤0.01% 1570
2015
Q2 		$1K Buy
+104
New +$1K ﹤0.01% 4289
2014
Q4 		– Sell
-820
Closed -$5K – 5601
2014
Q3 		$5K Buy
820
+285
+53% +$1.74K ﹤0.01% 3393
2014
Q2 		$3K Buy
535
+235
+78% +$1.32K ﹤0.01% 3338
2014
Q1 		$2K Sell
300
-1,700
-85% -$11.3K ﹤0.01% 4080
2013
Q4 		$13K Buy
2,000
+1,000
+100% +$6.5K ﹤0.01% 2800
2013
Q3 		$7K Hold
1,000
– – ﹤0.01% 3520
2013
Q2 		$7K Buy
+1,000
New +$7K ﹤0.01% 2775

Other funds holding ATAXZ

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Tower Research Capital (TRC)'s ATAXZ Position: Q2 2020 in Review

Tower Research Capital (TRC) sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2020, closing a stake of 2,903 shares — an estimated $15K sold.

Tower Research Capital (TRC) first reported a position in ATAXZ in Q2 2013 and held it in 14 quarters. The position peaked at $25K in Q3 2015. 61 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2020.

  • Tower Research Capital (TRC) reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2020 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 2,903 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2020, an estimated $15K.
  • Tower Research Capital (TRC) first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2013 and held it in 14 quarters.
  • Tower Research Capital (TRC)'s AMERICA FIRST TAX EXEMT INV LP position peaked at $25K in Q3 2015.
  • 61 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2020.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2020, filed 13 Aug 2020.