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
Osaic Holdings
3
Osaic Holdings
Arizona
$266K
4
EH
4
Equitable Holdings
New York
$534K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$844K

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 %
AWM
51
AllSquare Wealth Management
New York
$63K 12,000 – –
SWM
52
SeaCrest Wealth Management
New York
$62K 11,900 – –
P
53
&Partners
Tennessee
$60K 11,540 – –
NFG
54
Next Financial Group
Texas
$58K 11,075 -3,433 -24%
WS
55
Wedbush Securities
California
$56K 10,740 – –
OC
56
Oppenheimer & Co
New York
$54K 10,257 +10,257 New
AAP
57
Arax Advisory Partners
Colorado
$39K 7,463 +118 +2%
APA
58
American Portfolios Advisors
New York
$34.1K 6,500 – –
SPIA
59
Steward Partners Investment Advisory
New York
$26K 5,000 – –
MWC
60
MBM Wealth Consultants
Missouri
$19K 3,640 – –
MCM
61
McMillion Capital Management
North Carolina
$17K 3,225 – –
TRCT
62
Tower Research Capital (TRC)
New York
$15K 2,903 +2,903 New
AF
63
Advisornet Financial
Minnesota
$10K 2,000 – –
DWA
64
Dorsey Wright & Associates
California
$7K 1,294 -314 -20%
ASN
65
Advisory Services Network
Georgia
$5K 1,016 -766 -43%
SIC
66
Salem Investment Counselors
North Carolina
$5K 1,000 – –
FCH
67
Freestone Capital Holdings
Washington
$2.13K 407,105 +407,105 New
CG
68
Cutler Group
California
$1K 300 -32,900 -99%
HIM
69
Hillsdale Investment Management
Ontario, Canada
$1K 150 -250 -63%
Russell Investments Group
70
Russell Investments Group
United Kingdom
– – -63,073 Closed
FCA
71
FLC Capital Advisors
California
– – -36,360 Closed
NA
72
NewEdge Advisors
Louisiana
– – -19,947 Closed
Arrowstreet Capital
73
Arrowstreet Capital
Massachusetts
– – -12,561 Closed
BWA
74
Beam Wealth Advisors
Louisiana
– – -12,295 Closed
MML Investors Services
75
MML Investors Services
Massachusetts
– – -10,160 Closed
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