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 %
P
51
&Partners
Tennessee
$48K 11,540 – –
QCIG
52
Quad-Cities Investment Group
Iowa
$43K 10,376 -4,507 -30%
CFG
53
Citizens Financial Group
Rhode Island
$43K 10,400 +10,400 New
AWM
54
AllSquare Wealth Management
New York
$41K 10,000 -2,000 -17%
APA
55
American Portfolios Advisors
New York
$26.8K 6,500 – –
SPIA
56
Steward Partners Investment Advisory
New York
$21K 5,000 – –
MWC
57
MBM Wealth Consultants
Missouri
$15K 3,640 – –
SIC
58
Salem Investment Counselors
North Carolina
$4K 1,000 – –
FCH
59
Freestone Capital Holdings
Washington
$2.31K 560,894 +153,789 +38%
CG
60
Cutler Group
California
$1K 300 – –
CL
61
CPWM LLC
Washington
– – -100,000 Closed
Acadian Asset Management
62
Acadian Asset Management
Massachusetts
– – -53,932 Closed
Allianz Asset Management
63
Allianz Asset Management
Germany
– – -30,088 Closed
JIC
64
JRM Investment Counsel
Nebraska
– – -30,000 Closed
PCA
65
Personal Capital Advisors
California
– – -24,874 Closed
DADC
66
D.A. Davidson & Co
Montana
– – -24,734 Closed
BFPW
67
BOK Financial Private Wealth
Colorado
– – -23,000 Closed
CAMG
68
CWA Asset Management Group
Florida
– – -20,000 Closed
NFG
69
Next Financial Group
Texas
– – -11,075 Closed
OC
70
Oppenheimer & Co
New York
– – -10,257 Closed
AAP
71
Arax Advisory Partners
Colorado
– – -7,463 Closed
MCM
72
McMillion Capital Management
North Carolina
– – -3,225 Closed
TRCT
73
Tower Research Capital (TRC)
New York
– – -2,903 Closed
AF
74
Advisornet Financial
Minnesota
– – -2,000 Closed
DWA
75
Dorsey Wright & Associates
California
– – -1,294 Closed
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