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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74 hedge funds and large institutions have $56M invested in AMERICA FIRST TAX EXEMT INV LP in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
28
Reduced
11
Closed
6
Calls
$20K
Puts
$25K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$5.35M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.76M
3
CL
3
CPWM LLC
Washington
$818K
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.36M
5
LPL Financial
5
LPL Financial
California
$2.32M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$185K
2
Deutsche Bank
2
Deutsche Bank
Germany
$184K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$578K
4
VF
4
Virtu Financial
New York
$0
5
TSS
5
Two Sigma Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIAS
51
Shine Investment Advisory Services
Colorado
$109K 13,273 +13,273 New
BTS
52
BB&T Securities
Virginia
$107K 13,100 +1,000 +8%
BWP
53
Baldwin Wealth Partners
Massachusetts
$102K 12,500 – –
HighTower Advisors
54
HighTower Advisors
Illinois
$102K 12,450 +2,450 +25%
Citigroup
55
Citigroup
New York
$100K 12,200 – –
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$98K 12,000 – –
AWM
57
AllSquare Wealth Management
New York
$98K 12,000 – –
SWM
58
SeaCrest Wealth Management
New York
$97K 11,900 – –
P
59
&Partners
Tennessee
$94K 11,540 – –
NEPWA
60
New England Private Wealth Advisors
Massachusetts
$94K 11,500 – –
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$90K 13,424 – –
APA
62
American Portfolios Advisors
New York
$72.8K 8,900 – –
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$61K 7,500 -15,000 -67%
AAP
64
Arax Advisory Partners
Colorado
$59K 7,230 +126 +2%
SPIA
65
Steward Partners Investment Advisory
New York
$40K 5,000 – –
LWM
66
Liberty Wealth Management
California
$35K 4,250 – –
MWC
67
MBM Wealth Consultants
Missouri
$30K 3,640 – –
MIM
68
Macroview Investment Management
Maryland
$26K 3,194 -314 -9%
DWA
69
Dorsey Wright & Associates
California
$13K 1,608 +2 +0.1%
SIC
70
Salem Investment Counselors
North Carolina
$8K 1,000 – –
HIM
71
Hillsdale Investment Management
Ontario, Canada
$3K 400 -100 -20%
Barclays
72
Barclays
United Kingdom
$3K 400 +400 New
AWM
73
Avior Wealth Management
Nebraska
$2K 300 – –
AIC
74
Ameritas Investment Company
Nebraska
$1K 125 +125 New
VF
75
Virtu Financial
New York
– – -19,292 Closed
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