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ATAXZ

AMERICA FIRST TAX EXEMT INV LP

ATAXZ

Delisted

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

47 hedge funds and large institutions have $29.6M invested in AMERICA FIRST TAX EXEMT INV LP in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New

Increased

Maintained

Reduced

Closed

3% more capital invested

Capital invested by funds: $28.7M → $29.6M (+$938K)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

2% less funds holding

Funds holding: 48 → 47 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders

Holders Change

-1

Holders Change %

-2.08%

% of All Funds

1.17%

Holding in Top 10

–

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

–

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

Rank	Fund	Capital Flow
1	GWM Geneos Wealth Management Englewood, Colorado	+$589K
2	Morgan Stanley New York	+$274K
3	Deutsche Bank Frankfurt Am Main Ge, Germany	+$269K
4	Arrowstreet Capital Boston, Massachusetts	+$256K
5	Citadel Advisors Miami, Florida	+$113K

Top Sellers

Rank	Fund	Capital Flow
1	RJA Raymond James & Associates St Petersburg, Florida	-$719K
2	GP Girard Partners King Of Prussia, Pennsylvania	-$148K
3	Wells Fargo San Francisco, California	-$148K
4	JP Morgan Chase New York	-$134K
5	Royal Bank of Canada Toronto, Ontario, Canada	-$105K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	26 Citadel Advisors Miami, Florida	$113K	+$113K	+18,671	New
27	OC 27 Oppenheimer & Co New York	$106K	+$976	+161	+0.9%
28	VF 28 Virtu Financial New York	$105K	+$105K	+17,383	New
29	29 Citigroup New York	$103K	-$21.2K	-3,500	-17%
30	ICOA 30 Investment Centers of America Bismarck, North Dakota	$103K	+$103K	+17,250	New
31	31 Allianz Asset Management Munich, Germany	$91K	-$1.39K	-230	-2%
32	SIAS 32 Shine Investment Advisory Services Lone Tree, Colorado	$80K	-$79K	–	–
33	TYCC 33 Texas Yale Capital Corp St. Petersburg, Florida	$79K	–	–	–
34	BWP 34 Baldwin Wealth Partners Marion, Massachusetts	$76K	–	–	–
35	35 HighTower Advisors Chicago, Illinois	$75K	–	–	–
36	36 Janney Montgomery Scott Philadelphia, Pennsylvania	$73K	–	–	–
37	BRWA 37 B. Riley Wealth Advisors Boca Raton, Florida	$63K	+$63K	+10,328	New
38	AAM 38 American Asset Management Boca Raton, Florida	$61K	–	–	–
39	AG 39 Advisor Group Phoenix, Arizona	$58K	+$5.85K	+972	+11%
40	LTFS 40 Ladenburg Thalmann Financial Services Miami, Florida	$54K	+$296	+49	+0.6%
41	41 Bank of Montreal Toronto, Ontario, Canada	$45K	–	–	–
42	IWM 42 IHT Wealth Management Chicago, Illinois	$41K	–	–	–
43	43 SEI Investments Oaks, Pennsylvania	$25K	–	–	–
44	FFW 44 Fusion Family Wealth Woodbury, New York	$12K	+$12K	+1,904	New
45	SIC 45 Salem Investment Counselors Winston Salem, North Carolina	$6K	–	–	–
46	46 US Bancorp Minneapolis, Minnesota	$3K	–	–	–
47	HIM 47 Hillsdale Investment Management Toronto, Ontario, Canada	$1K	-$294	-50	-23%
48	TRCT 48 Tower Research Capital (TRC) New York	$1K	+$1K	+100	New
49	DADC 49 D.A. Davidson & Co Great Falls, Montana	–	-$74K	-12,500	Closed
50	NEPWA 50 New England Private Wealth Advisors Wellesley, Massachusetts	–	-$68K	-11,500	Closed

ATAXZ Hedge Fund Activity: Q3 2017 in Review

47 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q3 2017, worth a combined $29.6M — up 3.3% from $28.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ATAXZ and 7 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 11 added.

The largest buyer was Geneos Wealth Management, adding an estimated $589K. The largest seller was Raymond James & Associates, cutting an estimated $719K.

47 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q3 2017, down from 48 in Q2 2017.
Funds reported $29.6M of AMERICA FIRST TAX EXEMT INV LP stock for Q3 2017, up 3.3% quarter-over-quarter.
7 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q3 2017 and 8 closed out, a net change of -1 holder.
The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q3 2017 was Geneos Wealth Management, an estimated $589K added.
The largest AMERICA FIRST TAX EXEMT INV LP seller in Q3 2017 was Raymond James & Associates, an estimated $719K sold.

Based on aggregated 13F filings for Q3 2017.

AMERICA FIRST TAX EXEMT INV LP ATAXZ