ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Overview Fund Activity
Delisted

ATAXZ was delisted on the 30th of June, 2008.

Back to rankings

43 hedge funds and large institutions have $27.3M invested in AMERICA FIRST TAX EXEMT INV LP in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
15
Closed
8
Calls
–
Puts
$224K
Net Calls
-$224K
Net Calls Change
-$6K

Top Buyers

1
GWM
1
Geneos Wealth Management
Colorado
$4.39M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.72M
3
Wells Fargo
3
Wells Fargo
California
$1.09M
4
PAG
4
Private Advisor Group
New Jersey
$115K
5
SIAS
5
Shine Investment Advisory Services
Colorado
$74K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.51M
2
Deutsche Bank
2
Deutsche Bank
Germany
$2.6M
3
AFIA
3
America First Investment Advisors
Nebraska
$2.33M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$1.57M
5
AF
5
Alerus Financial
North Dakota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$4.39M 784,677 +784,677 New
RJA
2
Raymond James & Associates
Florida
$2.83M 505,834 +4,942 +1%
Deutsche Bank
3
Deutsche Bank
Germany
$2.6M 464,000 -231,000 -33%
UBS Group
4
UBS Group
Switzerland
$2.4M 428,611 +105 +0%
AFIA
5
America First Investment Advisors
Nebraska
$2.33M 415,873 -111,604 -21%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.76M 314,303 -1,500 -0.5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.72M 307,031 +31,667 +12%
Renaissance Technologies
8
Renaissance Technologies
New York
$1.57M 280,788 -57,743 -17%
Morgan Stanley
9
Morgan Stanley
New York
$1.51M 270,219 -446,157 -62%
FAAS
10
First Allied Advisory Services
California
$1.11M 199,285 +8,539 +4%
Wells Fargo
11
Wells Fargo
California
$1.09M 194,230 +21,199 +12%
Creative Planning
12
Creative Planning
Kansas
$635K 113,479 -20,835 -16%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$372K 66,385 +11,909 +22%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$306K 54,730 -29,531 -35%
DLG
15
Daniel L. Goodwin
$252K 45,000 – –
Geode Capital Management
16
Geode Capital Management
Massachusetts
$227K 40,578 +12,651 +45%
ACP
17
Aveo Capital Partners
Colorado
$224K 39,995 – –
CG
18
Cutler Group
California
$197K 35,200 – –
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$179K 31,911 +59 +0.2%
Stifel Financial
20
Stifel Financial
Missouri
$171K 30,320 -4,500 -13%
Citigroup
21
Citigroup
New York
$115K 20,500 -12,648 -38%
PAG
22
Private Advisor Group
New Jersey
$115K 20,257 +20,257 New
Allianz Asset Management
23
Allianz Asset Management
Germany
$109K 19,380 -5,730 -23%
Bank of America
24
Bank of America
North Carolina
$107K 19,229 – –
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$100K 17,830 -27,308 -60%
1
2 3