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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60 hedge funds and large institutions have $26.1M invested in AMERICA FIRST TAX EXEMT INV LP in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 18 closing their positions.

Holders
60
Holders Change
-11
Holders Change %
-15.49%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
20
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.24M
2
GWM
2
Geneos Wealth Management
Colorado
$5.94M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$242K
4
Truist Financial
4
Truist Financial
North Carolina
$298K
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$553K

Top Sellers

1
Mariner
1
Mariner
Kansas
$293K
2
CL
2
CPWM LLC
Washington
$0
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.48M
5
RJA
5
Raymond James & Associates
Florida
$1.73M
Name Market Value Shares Shares
Change 		Shares
Change %
DLG
26
Daniel L. Goodwin
$184K 44,700 – –
FWM
27
Frontier Wealth Management
Missouri
$184K 44,581 +44,581 New
Creative Planning
28
Creative Planning
Kansas
$181K 44,000 -26,572 -38%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$161K 39,141 – –
Citadel Advisors
30
Citadel Advisors
Florida
$147K 35,663 -10,061 -22%
GCP
31
GSA Capital Partners
United Kingdom
$142K 34,470 -12,360 -26%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$139K 33,646 +33,646 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$115K 28,096 – –
SMH
34
Sanders Morris Harris
Texas
$111K 27,000 -1,000 -4%
PAG
35
Private Advisor Group
New Jersey
$103K 24,904 -642 -3%
SPC
36
Sigma Planning Corp
Michigan
$103K 24,918 -285 -1%
C
37
Certuity
Florida
$103K 25,000 – –
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$91K 22,000 – –
VF
39
Virtu Financial
New York
$91K 22,009 +22,009 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$90K 13,424 – –
HighTower Advisors
41
HighTower Advisors
Illinois
$87K 20,754 +61 +0.3%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$81K 19,700 +19,700 New
TYCC
43
Texas Yale Capital Corp
Florida
$78K 19,007 – –
BRWA
44
B. Riley Wealth Advisors
Florida
$70K 16,861 -410 -2%
RFN
45
RDA Financial Network
Iowa
$60K 14,614 +14,614 New
SIAS
46
Shine Investment Advisory Services
Colorado
$55K 13,273 – –
WS
47
Wedbush Securities
California
$53K 12,835 +2,095 +20%
BWP
48
Baldwin Wealth Partners
Massachusetts
$52K 12,500 – –
Citigroup
49
Citigroup
New York
$50K 12,200 – –
SWM
50
SeaCrest Wealth Management
New York
$49K 11,900 – –
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