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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41 hedge funds and large institutions have $30.5M invested in AMERICA FIRST TAX EXEMT INV LP in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
41
Holders Change
–
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
12
Closed
3
Calls
–
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$2K

Top Buyers

1
U
1
UBS
Switzerland
$1.32M
2
BTS
2
BB&T Securities
Virginia
$1.29M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$359K
4
PP
4
Palladium Partners
Virginia
$122K
5
JIC
5
Johnson Investment Counsel
Ohio
$83K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.45M
2
TC
2
TFS Capital
Pennsylvania
$249K
3
Morgan Stanley
3
Morgan Stanley
New York
$7.91M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$133K
5
Deutsche Bank
5
Deutsche Bank
Germany
$3.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.91M 1,323,039 -61,434 -4%
Deutsche Bank
2
Deutsche Bank
Germany
$3.42M 572,415 -29,879 -5%
YMRC
3
Yorktown Management & Research Company
Virginia
$2.99M 500,000 – –
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.45M 409,343 -82,202 -17%
AFIA
5
America First Investment Advisors
Nebraska
$2.12M 354,284 +4,000 +1%
U
6
UBS
Switzerland
$1.32M 220,614 +147,338 +201%
BTS
7
BB&T Securities
Virginia
$1.29M 21,635 +10,635 +97%
Wells Fargo
8
Wells Fargo
California
$1.23M 205,220 +399 +0.2%
OAM
9
Orinda Asset Management
California
$1.06M 177,631 – –
PAA
10
Peregrine Asset Advisers
Oregon
$884K 147,800 -3,000 -2%
RJA
11
Raymond James & Associates
Florida
$788K 131,689 +10,031 +8%
FAAS
12
First Allied Advisory Services
California
$779K 129,541 +7,028 +6%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$777K 129,995 – –
CS
14
Credit Suisse
Switzerland
$440K 73,557 -598 -0.8%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$359K 60,000 +60,000 New
OC
16
Oppenheimer & Co
New York
$294K 49,100 -18,198 -27%
DLG
17
Daniel L. Goodwin
$269K 45,000 – –
TC
18
TFS Capital
Pennsylvania
$249K 41,692 -66,796 -62%
Citigroup
19
Citigroup
New York
$236K 39,513 -10,882 -22%
NCCM
20
Nine Chapters Capital Management
New Jersey
$205K 34,300 -13,000 -27%
HCM
21
Highlander Capital Management
New Jersey
$160K 26,685 – –
Stifel Financial
22
Stifel Financial
Missouri
$145K 24,220 +5,000 +26%
Renaissance Technologies
23
Renaissance Technologies
New York
$133K 22,200 -59,695 -73%
Bank of America
24
Bank of America
North Carolina
$125K 20,842 +1,328 +7%
PP
25
Palladium Partners
Virginia
$122K 20,400 +20,400 New
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