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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44 hedge funds and large institutions have $32.5M invested in AMERICA FIRST TAX EXEMT INV LP in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
12
Increased
11
Reduced
10
Closed
8
Calls
–
Puts
$96K
Net Calls
-$96K
Net Calls Change
-$64K

Top Buyers

1
OAM
1
Orinda Asset Management
California
$3.33M
2
UBS Group
2
UBS Group
Switzerland
$1.91M
3
TC
3
Talkot Capital
California
$1.77M
4
Deutsche Bank
4
Deutsche Bank
Germany
$4.15M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$949K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.24M
2
California Public Employees Retirement System
2
California Public Employees Retirement System
California
$331K
3
Wells Fargo
3
Wells Fargo
California
$695K
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$0
5
NCCM
5
Nine Chapters Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$109K 20,842 – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$94K 17,930 +17,930 New
Geode Capital Management
28
Geode Capital Management
Massachusetts
$90K 17,236 +672 +4%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$55K 10,468 – –
BWP
30
Baldwin Wealth Partners
Massachusetts
$53K 10,000 – –
USAA
31
United Services Automobile Association
Texas
$53K 10,000 +10,000 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$39K 7,500 – –
NPC
33
National Planning Corporation
California
$37.8K 7,100 +7,100 New
AIG
34
American International Group
New York
$35.8K 6,800 -771 -10%
ASN
35
Advisory Services Network
Georgia
$20K 3,500 +3,500 New
NFG
36
Next Financial Group
Texas
$15K 2,904 -5,950 -67%
Creative Planning
37
Creative Planning
Kansas
$13K 2,500 +2,500 New
Group One Trading
38
Group One Trading
Illinois
$11K 2,100 +1,900 +950%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$7K 1,411 – –
PSI
40
Pinnacle Summer Investments
Virginia
$6K 1,000 +1,000 New
US Bancorp
41
US Bancorp
Minnesota
$5K 1,000 – –
LFR
42
Lehman Financial Resources
Pennsylvania
$5K 1,000 – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$3K 500 – –
BRWA
44
B. Riley Wealth Advisors
Florida
$21 4,000 +4,000 New
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
– – -60,000 Closed
NCCM
46
Nine Chapters Capital Management
New Jersey
– – -34,300 Closed
PP
47
Palladium Partners
Virginia
– – -20,400 Closed
JG
48
Jefferies Group
New York
– – -20,000 Closed
LIM
49
Leavell Investment Management
Alabama
– – -17,000 Closed
JIC
50
Johnson Investment Counsel
Ohio
– – -14,000 Closed
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