WA
ATAXZ

WFG Advisors’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

WFG Advisors’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
Q3 		– Sell
-7,000
Closed -$39K – 1827
2015
Q2 		$39K Hold
7,000
– – 0.01% 802
2015
Q1 		$39K Buy
+7,000
New +$39K 0.01% 800

Other funds holding ATAXZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Talkot Capital Sausalito, California $73.7M AUM 8.5% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

WFG Advisors's ATAXZ Position: Q3 2015 in Review

WFG Advisors sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q3 2015, closing a stake of 7,000 shares — an estimated $39K sold.

WFG Advisors first reported a position in ATAXZ in Q1 2015 and held it in 2 quarters. The position peaked at $39K in Q2 2015. 45 funds tracked by Wall St. Rank hold ATAXZ as of Q3 2015.

  • WFG Advisors reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q3 2015 after selling out during the quarter.
  • WFG Advisors sold 7,000 AMERICA FIRST TAX EXEMT INV LP shares in Q3 2015, an estimated $39K.
  • WFG Advisors first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q1 2015 and held it in 2 quarters.
  • WFG Advisors's AMERICA FIRST TAX EXEMT INV LP position peaked at $39K in Q2 2015.
  • 45 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.