ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Overview Fund Activity
Delisted

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

Back to rankings

56 hedge funds and large institutions have $33.1M invested in AMERICA FIRST TAX EXEMT INV LP in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
12
Closed
6
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
–

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$1.54M
2
LPL Financial
2
LPL Financial
California
$1.06M
3
UBS Group
3
UBS Group
Switzerland
$3.43M
4
GWM
4
Geneos Wealth Management
Colorado
$6.05M
5
PAG
5
Private Advisor Group
New Jersey
$147K

Top Sellers

1
California Public Employees Retirement System
1
California Public Employees Retirement System
California
$0
2
ACP
2
Aveo Capital Partners
Colorado
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Bank of America
4
Bank of America
North Carolina
$166K
5
AFIA
5
America First Investment Advisors
Nebraska
$2.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Allianz Asset Management
26
Allianz Asset Management
Germany
$146K 23,030 +6,535 +40%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$143K 22,500 +15,000 +200%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$126K 20,429 – –
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$118K 18,519 -1,488 -7%
Citigroup
30
Citigroup
New York
$108K 17,000 – –
BIM
31
Bridges Investment Management
Nebraska
$104K 16,371 – –
SB
32
Suntrust Banks
Georgia
$95K 15,000 +15,000 New
SIAS
33
Shine Investment Advisory Services
Colorado
$84K 13,273 +13,273 New
TYCC
34
Texas Yale Capital Corp
Florida
$83K 13,122 – –
AAMU
35
Amundi Asset Management US
Massachusetts
$83K 13,000 – –
CA
36
Cetera Advisors
Colorado
$83K 13,000 +13,000 New
BWP
37
Baldwin Wealth Partners
Massachusetts
$79K 12,500 – –
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$76K 12,000 – –
NEPWA
39
New England Private Wealth Advisors
Massachusetts
$73K 11,500 – –
WS
40
Wedbush Securities
California
$67K 10,560 -8,018 -43%
BRWA
41
B. Riley Wealth Advisors
Florida
$66K 10,318 -6 -0.1%
SWM
42
SeaCrest Wealth Management
New York
$66K 10,400 – –
NPF
43
Norris Perne & French
Michigan
$66K 10,399 +10,399 New
HighTower Advisors
44
HighTower Advisors
Illinois
$64K 10,000 – –
AAM
45
American Asset Management
Florida
$64K 10,000 – –
AG
46
Advisor Group
Arizona
$55K 8,636 -500 -5%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31K 4,918 +57 +1%
SEI Investments
48
SEI Investments
Pennsylvania
$27K 4,200 +4,200 New
APA
49
American Portfolios Advisors
New York
$24.8K 3,900 – –
MFBTD
50
MB Financial Bank - Trust Department
Illinois
$23K 3,650 +3,650 New
1
2
3