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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71 hedge funds and large institutions have $33.9M invested in AMERICA FIRST TAX EXEMT INV LP in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 11 closing their positions.

Holders
71
Holders Change
-5
Holders Change %
-6.58%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Bluefin Capital Management
New York
$1M
2
GWM
2
Geneos Wealth Management
Colorado
$7.83M
3
EH
3
Equitable Holdings
New York
$534K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$844K
5
RJA
5
Raymond James & Associates
Florida
$2.45M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.01M
2
LPL Financial
2
LPL Financial
California
$697K
3
Morgan Stanley
3
Morgan Stanley
New York
$1.99M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$0
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$283K
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$257K 48,898 – –
GCP
27
GSA Capital Partners
United Kingdom
$245K 46,830 +24,209 +107%
Citadel Advisors
28
Citadel Advisors
Florida
$240K 45,724 -59,377 -56%
DLG
29
Daniel L. Goodwin
$235K 44,700 -300 -0.7%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$205K 39,141 – –
Allianz Asset Management
31
Allianz Asset Management
Germany
$158K 30,088 +151 +0.5%
JIC
32
JRM Investment Counsel
Nebraska
$157K 30,000 – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$147K 28,096 -39,552 -58%
PAG
34
Private Advisor Group
New Jersey
$134K 25,546 +420 +2%
SPC
35
Sigma Planning Corp
Michigan
$132K 25,203 -3,959 -14%
C
36
Certuity
Florida
$131K 25,000 – –
DADC
37
D.A. Davidson & Co
Montana
$130K 24,734 +375 +2%
BFPW
38
BOK Financial Private Wealth
Colorado
$121K 23,000 – –
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$115K 22,000 +10,000 +83%
HighTower Advisors
40
HighTower Advisors
Illinois
$108K 20,693 +8,204 +66%
CAMG
41
CWA Asset Management Group
Florida
$105K 20,000 – –
TYCC
42
Texas Yale Capital Corp
Florida
$100K 19,007 – –
BRWA
43
B. Riley Wealth Advisors
Florida
$91K 17,271 +128 +0.7%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$90K 13,424 – –
Truist Financial
45
Truist Financial
North Carolina
$79K 15,000 -11,000 -42%
QCIG
46
Quad-Cities Investment Group
Iowa
$78K 14,883 -14,388 -49%
PCA
47
Personal Capital Advisors
California
$77K 24,874 +24,874 New
SIAS
48
Shine Investment Advisory Services
Colorado
$70K 13,273 – –
BWP
49
Baldwin Wealth Partners
Massachusetts
$66K 12,500 – –
Citigroup
50
Citigroup
New York
$64K 12,200 – –
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