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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54 hedge funds and large institutions have $29.9M invested in AMERICA FIRST TAX EXEMT INV LP in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-13
Holders Change %
-19.4%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
19
Reduced
12
Closed
15
Calls
$156K
Puts
$213K
Net Calls
-$57K
Net Calls Change
-$360K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$618K
2
GIA
2
Gladstone Institutional Advisory
Florida
$207K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.99M
4
SIC
4
Samalin Investment Counsel
New York
$1.14M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$777K

Top Sellers

1
GWM
1
Geneos Wealth Management
Colorado
$23K
2
Morgan Stanley
2
Morgan Stanley
New York
$2.93M
3
N
3
Natixis
France
$0
4
FCH
4
Freestone Capital Holdings
Washington
$3.27M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$23K -$6.91M -1,181,412 -100%
Group One Trading
52
Group One Trading
Illinois
$22K -$126K -20,778 -85%
LWP
53
Lumature Wealth Partners
Georgia
$9K – – –
Simplex Trading
54
Simplex Trading
Illinois
$3K +$2.77K +599 +1,175%
N
55
Natixis
France
– -$1.71M -265,500 Closed
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
– -$947K -147,320 Closed
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
– -$644K -100,168 Closed
IA
58
IFG Advisory
Georgia
– -$610K -95,000 Closed
William Blair & Company
59
William Blair & Company
Illinois
– -$406K -63,090 Closed
ASFA
60
All Season Financial Advisors
Colorado
– -$316K -49,166 Closed
Geode Capital Management
61
Geode Capital Management
Massachusetts
– -$251K -39,141 Closed
OBWG
62
Onyx Bridge Wealth Group
New York
– -$132K -20,150 Closed
VF
63
Virtu Financial
New York
– -$108K -16,831 Closed
NFC
64
Northeast Financial Consultants
Connecticut
– -$103K -16,000 Closed
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
– -$97K -15,100 Closed
HighTower Advisors
66
HighTower Advisors
Illinois
– -$82K -12,838 Closed
WJWM
67
Williams Jones Wealth Management
New York
– -$64K -10,000 Closed
CA
68
CoreCap Advisors
Michigan
– -$42K -6,467 Closed
KOCAA
69
Knights of Columbus Asset Advisors
Connecticut
– -$4K -600 Closed
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