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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53 hedge funds and large institutions have $30.2M invested in AMERICA FIRST TAX EXEMT INV LP in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
13
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
California Public Employees Retirement System
1
California Public Employees Retirement System
California
$349K
2
Morgan Stanley
2
Morgan Stanley
New York
$1.97M
3
Deutsche Bank
3
Deutsche Bank
Germany
$2.54M
4
GWM
4
Geneos Wealth Management
Colorado
$5.58M
5
LPL Financial
5
LPL Financial
California
$115K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.61M
2
Creative Planning
2
Creative Planning
Kansas
$401K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
ICOA
4
Investment Centers of America
North Dakota
$0
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$126K 20,257 – –
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$121K 20,007 -13,323 -40%
LPL Financial
28
LPL Financial
California
$115K 19,000 +19,000 New
WS
29
Wedbush Securities
California
$112K 18,578 +18,578 New
OC
30
Oppenheimer & Co
New York
$104K 17,223 -257 -1%
FT
31
Fiduciary Trust
Massachusetts
$103K 17,000 +17,000 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$94K 15,478 +6,549 +73%
JIC
33
Joel Isaacson & Co
New York
$91K 15,005 +15,005 New
SIAS
34
Shine Investment Advisory Services
Colorado
– – – –
TYCC
35
Texas Yale Capital Corp
Florida
$79K 13,122 – –
AAMU
36
Amundi Asset Management US
Massachusetts
$79K 13,000 +13,000 New
BWP
37
Baldwin Wealth Partners
Massachusetts
$76K 12,500 – –
HighTower Advisors
38
HighTower Advisors
Illinois
$75K 12,500 – –
RJT
39
Raymond James Trust
Florida
$72K 11,850 +11,850 New
NEPWA
40
New England Private Wealth Advisors
Massachusetts
$70K 11,500 +11,500 New
Citigroup
41
Citigroup
New York
$67K 11,000 -6,000 -35%
VF
42
Virtu Financial
New York
$63K 10,480 -6,903 -40%
BRWA
43
B. Riley Wealth Advisors
Florida
$63K 10,328 – –
SWM
44
SeaCrest Wealth Management
New York
$63K 10,400 +10,400 New
AAM
45
American Asset Management
Florida
$61K 10,000 – –
AG
46
Advisor Group
Arizona
$55K 9,136 -500 -5%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49K 8,037 +8,037 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$45K 7,500 – –
IWM
49
IHT Wealth Management
Illinois
$42K 6,728 – –
SWP
50
Stratos Wealth Partners
Ohio
$39K 6,400 +6,400 New
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