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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70 hedge funds and large institutions have $30.6M invested in AMERICA FIRST TAX EXEMT INV LP in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
70
Holders Change
+14
Holders Change %
+25%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
15
Reduced
18
Closed
6
Calls
$78K
Puts
$100K
Net Calls
-$22K
Net Calls Change
-$84K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.47M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$1.51M
3
BCM
3
Bluefin Capital Management
New York
$721K
4
GWM
4
Geneos Wealth Management
Colorado
$6.2M
5
VF
5
Virtu Financial
New York
$431K

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$558K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.15M
3
RJA
3
Raymond James & Associates
Florida
$1.28M
4
AFIA
4
America First Investment Advisors
Nebraska
$1.57M
5
UBS Group
5
UBS Group
Switzerland
$713K
Name Market Value Shares Shares
Change 		Shares
Change %
WS
51
Wedbush Securities
California
$57K 13,460 +625 +5%
RFN
52
RDA Financial Network
Iowa
$55K 12,863 – –
BWP
53
Baldwin Wealth Partners
Massachusetts
$53K 12,500 – –
Citigroup
54
Citigroup
New York
$52K 12,200 – –
JF
55
Jump Financial
Illinois
$47K 11,100 +11,100 New
Wolverine Trading
56
Wolverine Trading
Illinois
$46K 10,899 +10,899 New
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$33K 7,500 – –
NFG
58
Next Financial Group
Texas
$31K 7,275 -400 -5%
AWM
59
AllSquare Wealth Management
New York
$26K 6,000 -4,000 -40%
SPIA
60
Steward Partners Investment Advisory
New York
$21K 5,000 – –
MWC
61
MBM Wealth Consultants
Missouri
$15K 3,640 – –
LGA
62
Lebenthal Global Advisors
New York
$8K 2,000 +2,000 New
ASN
63
Advisory Services Network
Georgia
$5K 1,073 +16 +2%
APA
64
American Portfolios Advisors
New York
$4.25K 1,000 – –
HR
65
Howe & Rusling
New York
$4K 1,000 +1,000 New
IA
66
Inspire Advisors
Idaho
$4K 1,024 +1,024 New
Simplex Trading
67
Simplex Trading
Illinois
$2K 677 -1,119 -62%
CG
68
Cutler Group
California
$1K 300 – –
SIAG
69
Safeguard Investment Advisory Group
California
$1K 281 +281 New
Bank of New York Mellon
70
Bank of New York Mellon
New York
– – -21,052 Closed
FNBOO
71
First National Bank of Omaha
Nebraska
– – -15,400 Closed
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
– – -14,203 Closed
SWM
73
SeaCrest Wealth Management
New York
– – -11,900 Closed
P
74
&Partners
Tennessee
– – -11,540 Closed
JPMPWA
75
J.P. Morgan Private Wealth Advisors
California
– – -10,000 Closed
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