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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37 hedge funds and large institutions have $23.6M invested in AMERICA FIRST TAX EXEMT INV LP in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
9
Closed
2
Calls
$27K
Puts
$37K
Net Calls
-$10K
Net Calls Change
-$15K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$4.15M
2
Wells Fargo
2
Wells Fargo
California
$1.03M
3
VKH
3
Virtu KCG Holdings
New York
$181K
4
FAAS
4
First Allied Advisory Services
California
$444K
5
Northern Trust
5
Northern Trust
Illinois
$137K

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$1.21M
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$4.11M
3
DLG
3
Daniel L. Goodwin
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.8M
5
OC
5
Oppenheimer & Co
New York
$213K
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
1
Deutsche Bank
Germany
$4.15M 607,740 +109,858 +22%
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$4.11M 602,003 -79,994 -12%
YMRC
3
Yorktown Management & Research Company
Virginia
$3.43M 500,000 – –
AFIA
4
America First Investment Advisors
Nebraska
$2.21M 323,103 +14,000 +5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.8M 262,685 -26,474 -9%
Morgan Stanley
6
Morgan Stanley
New York
$1.7M 248,506 -5,481 -2%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.21M 177,792 -82,608 -32%
Wells Fargo
8
Wells Fargo
California
$1.03M 150,865 +61,665 +69%
PAA
9
Peregrine Asset Advisers
Oregon
$637K 93,300 -1,500 -2%
RJA
10
Raymond James & Associates
Florida
$578K 84,637 +9,467 +13%
Citigroup
11
Citigroup
New York
$470K 68,551 +1,966 +3%
FAAS
12
First Allied Advisory Services
California
$444K 65,079 +21,022 +48%
Bank of America
13
Bank of America
North Carolina
$329K 48,138 -2,582 -5%
OC
14
Oppenheimer & Co
New York
$213K 31,100 -21,500 -41%
VKH
15
Virtu KCG Holdings
New York
$181K 26,522 +26,522 New
HCM
16
Highlander Capital Management
New Jersey
$158K 23,185 – –
Northern Trust
17
Northern Trust
Illinois
$137K 20,000 +20,000 New
Invesco
18
Invesco
Georgia
$128K 18,710 +3,778 +25%
LPL Financial
19
LPL Financial
California
$108K 15,362 – –
SNC
20
Stifel Nicolaus & Co
Missouri
$97.8K 14,320 – –
AIG
21
American International Group
New York
$94.2K 13,800 – –
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$68K 9,933 – –
BWP
23
Baldwin Wealth Partners
Massachusetts
$68K 10,000 – –
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$51K 7,500 – –
MWAM
25
Mariner Wealth Advisors (Madison)
Kansas
$48K 7,000 +7,000 New
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