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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52 hedge funds and large institutions have $30.1M invested in AMERICA FIRST TAX EXEMT INV LP in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
15
Closed
7
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$2.55M
2
LPL Financial
2
LPL Financial
California
$525K
3
CI
3
Cavalier Investments
Georgia
$223K
4
FAAS
4
First Allied Advisory Services
California
$1.37M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$102K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.04M
2
Deutsche Bank
2
Deutsche Bank
Germany
$2.26M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.16M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.79M
5
GP
5
Girard Partners
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$140K 22,645 +300 +1%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$126K 20,429 +4,951 +32%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$124K 20,007 – –
WS
29
Wedbush Securities
California
$115K 18,578 – –
Citigroup
30
Citigroup
New York
$105K 17,000 +6,000 +55%
Allianz Asset Management
31
Allianz Asset Management
Germany
$102K 16,495 +16,495 New
BIM
32
Bridges Investment Management
Nebraska
$101K 16,371 +16,371 New
SIAS
33
Shine Investment Advisory Services
Colorado
– – – –
TYCC
34
Texas Yale Capital Corp
Florida
$81K 13,122 – –
AAMU
35
Amundi Asset Management US
Massachusetts
$80K 13,000 – –
BWP
36
Baldwin Wealth Partners
Massachusetts
$77K 12,500 – –
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$74K 12,000 -18,599 -61%
NEPWA
38
New England Private Wealth Advisors
Massachusetts
$71K 11,500 – –
BRWA
39
B. Riley Wealth Advisors
Florida
$64K 10,324 -4 -0%
SWM
40
SeaCrest Wealth Management
New York
$64K 10,400 – –
HighTower Advisors
41
HighTower Advisors
Illinois
$62K 10,000 -2,500 -20%
AAM
42
American Asset Management
Florida
$62K 10,000 – –
AG
43
Advisor Group
Arizona
$57K 9,136 – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$46K 7,500 – –
IWM
45
IHT Wealth Management
Illinois
$42K 6,728 – –
SWP
46
Stratos Wealth Partners
Ohio
$40K 6,400 – –
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30K 4,861 -3,176 -40%
APA
48
American Portfolios Advisors
New York
$24.1K 3,900 +500 +15%
TRCT
49
Tower Research Capital (TRC)
New York
$23K 3,739 +3,739 New
US Bancorp
50
US Bancorp
Minnesota
$12K 2,000 +2,000 New
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