USAA
ATAXZ

United Services Automobile Association’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

United Services Automobile Association’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
2015
Q1 		– Sell
-10,000
Closed -$53K – 1343
2014
Q4 		$53K Buy
+10,000
New +$53K ﹤0.01% 1241

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TC
Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 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
PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return

United Services Automobile Association's ATAXZ Position: Q1 2015 in Review

United Services Automobile Association sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q1 2015, closing a stake of 10,000 shares — an estimated $53K sold.

United Services Automobile Association first reported a position in ATAXZ in Q4 2014 and held it in 1 quarter. The position peaked at $53K in Q4 2014. 44 funds tracked by Wall St. Rank hold ATAXZ as of Q1 2015.

  • United Services Automobile Association reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q1 2015 after selling out during the quarter.
  • United Services Automobile Association sold 10,000 AMERICA FIRST TAX EXEMT INV LP shares in Q1 2015, an estimated $53K.
  • United Services Automobile Association first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2014 and held it in 1 quarter.
  • United Services Automobile Association's AMERICA FIRST TAX EXEMT INV LP position peaked at $53K in Q4 2014.
  • 44 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q1 2015.

Based on United Services Automobile Association's 13F filing for Q1 2015, filed 15 May 2015.