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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56 hedge funds and large institutions have $25.1M invested in AMERICA FIRST TAX EXEMT INV LP in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 11 closing their positions.

Holders
56
Holders Change
-4
Holders Change %
-6.67%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
19
Closed
11
Calls
$64K
Puts
$2K
Net Calls
+$62K
Net Calls Change
+$62K

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$2.45M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.47M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$616K
4
GCP
4
GSA Capital Partners
United Kingdom
$635K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$607K

Top Sellers

1
GWM
1
Geneos Wealth Management
Colorado
$4.09M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$32K
3
BCM
3
Bluefin Capital Management
New York
$687K
4
FAAS
4
First Allied Advisory Services
California
$389K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$60K
Name Market Value Shares Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$158K 39,141 – –
Osaic Holdings
27
Osaic Holdings
Arizona
$122K 30,072 -18,067 -38%
SMH
28
Sanders Morris Harris
Texas
$109K 27,000 – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$102K 25,256 -2,840 -10%
C
30
Certuity
Florida
$101K 25,000 – –
PAG
31
Private Advisor Group
New Jersey
$94K 23,273 -1,631 -7%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$90K 13,424 – –
Bank of New York Mellon
33
Bank of New York Mellon
New York
$85K 21,052 -12,594 -37%
HighTower Advisors
34
HighTower Advisors
Illinois
$84K 20,794 +40 +0.2%
TYCC
35
Texas Yale Capital Corp
Florida
$77K 19,007 – –
NFSG
36
Newbridge Financial Services Group
Florida
$76K 18,739 +18,739 New
BRWA
37
B. Riley Wealth Advisors
Florida
$69K 16,865 +4 +0%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$68K 16,800 -2,900 -15%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$63K 15,618 +15,618 New
FNBOO
40
First National Bank of Omaha
Nebraska
$62K 15,400 +15,400 New
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$60K 14,203 -70,775 -83%
RFN
42
RDA Financial Network
Iowa
$52K 12,863 -1,751 -12%
WS
43
Wedbush Securities
California
$52K 12,835 – –
BWP
44
Baldwin Wealth Partners
Massachusetts
$51K 12,500 – –
Citigroup
45
Citigroup
New York
$49K 12,200 – –
SWM
46
SeaCrest Wealth Management
New York
$48K 11,900 – –
P
47
&Partners
Tennessee
$47K 11,540 – –
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$41K 10,000 -45,000 -82%
AWM
49
AllSquare Wealth Management
New York
$40K 10,000 – –
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$32K 7,500 -165,700 -96%
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