ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Overview Fund Activity
Delisted

ATAXZ was delisted on the 30th of June, 2008.

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41 hedge funds and large institutions have $30.5M invested in AMERICA FIRST TAX EXEMT INV LP in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
41
Holders Change
–
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
12
Closed
3
Calls
–
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$2K

Top Buyers

1
U
1
UBS
Switzerland
$1.32M
2
BTS
2
BB&T Securities
Virginia
$1.29M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$359K
4
PP
4
Palladium Partners
Virginia
$122K
5
JIC
5
Johnson Investment Counsel
Ohio
$83K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.45M
2
TC
2
TFS Capital
Pennsylvania
$249K
3
Morgan Stanley
3
Morgan Stanley
New York
$7.91M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$133K
5
Deutsche Bank
5
Deutsche Bank
Germany
$3.42M
Name Market Value Shares Shares
Change 		Shares
Change %
JG
26
Jefferies Group
New York
$120K 20,000 – –
LIM
27
Leavell Investment Management
Alabama
$102K 17,000 – –
Geode Capital Management
28
Geode Capital Management
Massachusetts
$99K 16,564 +5,423 +49%
JIC
29
Johnson Investment Counsel
Ohio
$83K 14,000 +14,000 New
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$63K 10,468 – –
BWP
31
Baldwin Wealth Partners
Massachusetts
$60K 10,000 – –
NFG
32
Next Financial Group
Texas
$53K 8,854 +799 +10%
AIG
33
American International Group
New York
$45.3K 7,571 +1,021 +16%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$45K 7,500 – –
Ameriprise
35
Ameriprise
Minnesota
$19K 3,191 +593 +23%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$8K 1,411 -7,122 -83%
US Bancorp
37
US Bancorp
Minnesota
$6K 1,000 – –
LFR
38
Lehman Financial Resources
Pennsylvania
$6K 1,000 – –
TRCT
39
Tower Research Capital (TRC)
New York
$5K 820 +285 +53%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$3K 500 – –
Group One Trading
41
Group One Trading
Illinois
$1K 200 -400 -67%
AWCI
42
Alpine Woods Capital Investors
New York
– – -50,000 Closed
BRWA
43
B. Riley Wealth Advisors
Florida
– – -4,000 Closed
PAI
44
Pittenger & Anderson Inc
Nebraska
– – -1,000 Closed
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