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 $32.3M invested in AMERICA FIRST TAX EXEMT INV LP in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
44
Holders Change
–
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
16
Reduced
10
Closed
6
Calls
–
Puts
$167K
Net Calls
-$167K
Net Calls Change
-$71K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$6.73M
2
TC
2
Talkot Capital
California
$2.45M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$318K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$237K
5
TC
5
TFS Capital
Pennsylvania
$418K

Top Sellers

1
YMRC
1
Yorktown Management & Research Company
Virginia
$0
2
OAM
2
Orinda Asset Management
California
$2.22M
3
BTS
3
BB&T Securities
Virginia
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$449K
5
Morgan Stanley
5
Morgan Stanley
New York
$6.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$107K -$9.23K -1,655 -8%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$92K -$8.12K -1,454 -8%
VKH
28
Virtu KCG Holdings
New York
$81K -$199K -35,662 -71%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$58K – – –
BWP
30
Baldwin Wealth Partners
Massachusetts
$56K – – –
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$56K +$56K +10,000 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$42K – – –
AIG
33
American International Group
New York
$39.3K +$1.39K +250 +4%
WA
34
WFG Advisors
Texas
$39K +$39K +7,000 New
Group One Trading
35
Group One Trading
Illinois
$26K +$14.1K +2,500 +119%
ASN
36
Advisory Services Network
Georgia
$20K +$420 +75 +2%
NFG
37
Next Financial Group
Texas
$16K – – –
Creative Planning
38
Creative Planning
Kansas
$15K +$1.28K +234 +9%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$8K – – –
US Bancorp
40
US Bancorp
Minnesota
$6K – – –
LFR
41
Lehman Financial Resources
Pennsylvania
$6K – – –
PSI
42
Pinnacle Summer Investments
Virginia
$6K – – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$6K +$3K +500 +100%
BWFA
44
Baltimore-Washington Financial Advisors
Maryland
$1K +$1K +134 New
YMRC
45
Yorktown Management & Research Company
Virginia
– -$2.63M -500,000 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$118K -22,520 Closed
BTS
47
BB&T Securities
Virginia
– -$997K -18,965 Closed
USAA
48
United Services Automobile Association
Texas
– -$53K -10,000 Closed
NPC
49
National Planning Corporation
California
– -$37.8K -7,100 Closed
BRWA
50
B. Riley Wealth Advisors
Florida
– -$21 -4,000 Closed
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