Wolverine Trading
ATAXZ

Wolverine Trading’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Wolverine Trading’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
2021
Q2 		– Sell
-11,457
Closed -$65K – 7173
2021
Q1 		$65K Buy
11,457
+558
+5% +$3.17K ﹤0.01% 5587
2020
Q4 		$46K Buy
+10,899
New +$46K ﹤0.01% 4625
2016
Q3 		– Sell
-30,466
Closed -$165K – 5596
2016
Q2 		$165K Buy
+30,466
New +$165K ﹤0.01% 3402

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
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Trading's ATAXZ Position: Q2 2021 in Review

Wolverine Trading sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2021, closing a stake of 11,457 shares — an estimated $65K sold.

Wolverine Trading first reported a position in ATAXZ in Q2 2016 and held it in 3 quarters. The position peaked at $165K in Q2 2016. 65 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2021.

  • Wolverine Trading reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2021 after selling out during the quarter.
  • Wolverine Trading sold 11,457 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2021, an estimated $65K.
  • Wolverine Trading first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q2 2016 and held it in 3 quarters.
  • Wolverine Trading's AMERICA FIRST TAX EXEMT INV LP position peaked at $165K in Q2 2016.
  • 65 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2021.

Based on Wolverine Trading's 13F filing for Q2 2021, filed 6 Aug 2021.