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ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Delisted

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

48 hedge funds and large institutions have $28.7M invested in AMERICA FIRST TAX EXEMT INV LP in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

12% more funds holding

Funds holding: 4348 (+5)

5% more capital invested

Capital invested by funds: $27.3M → $28.7M (+$1.36M)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
Geneos Wealth Management
Colorado
$4.74M +$67.3K +11,312 +1%
RJA
2
Raymond James & Associates
Florida
$2.96M -$51.4K -8,643 -2%
UBS Group
3
UBS Group
Switzerland
$2.89M +$343K +57,628 +13%
AFIA
4
America First Investment Advisors
Nebraska
$2.45M -$22K -3,704 -0.9%
Deutsche Bank
5
Deutsche Bank
Germany
$2.06M -$706K -118,600 -26%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.9M +$29.8K +5,000 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.75M -$81K -13,611 -4%
Morgan Stanley
8
Morgan Stanley
New York
$1.49M -$123K -20,668 -8%
Renaissance Technologies
9
Renaissance Technologies
New York
$1.23M -$439K -73,864 -26%
Wells Fargo
10
Wells Fargo
California
$1.21M +$48.8K +8,201 +4%
FAAS
11
First Allied Advisory Services
California
$1.16M -$31K -5,188 -3%
Creative Planning
12
Creative Planning
Kansas
$726K +$50.4K +8,471 +7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$397K +$1.58K +265 +0.4%
GP
14
Girard Partners
Pennsylvania
$351K +$351K +59,062 New
JP Morgan Chase
15
JP Morgan Chase
New York
$326K
NFG
16
Next Financial Group
Texas
$269K +$232K +38,905 +619%
DLG
17
Daniel L. Goodwin
$268K
Geode Capital Management
18
Geode Capital Management
Massachusetts
$232K -$8.52K -1,437 -4%
CG
19
Cutler Group
California
$209K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$196K +$6.28K +1,056 +3%
Bank of America
21
Bank of America
North Carolina
$189K +$75K +12,647 +66%
ACP
22
Aveo Capital Partners
Colorado
$149K -$89.4K -15,000 -38%
Stifel Financial
23
Stifel Financial
Missouri
$147K -$34.4K -5,750 -19%
Citigroup
24
Citigroup
New York
$122K
PAG
25
Private Advisor Group
New Jersey
$121K

ATAXZ Hedge Fund Activity: Q2 2017 in Review

48 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q2 2017, worth a combined $28.7M — up 5% from $27.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ATAXZ positions and 2 closed out — a net gain of 6 holders — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Girard Partners, opening a new position worth an estimated $351K. The largest seller was Deutsche Bank, cutting an estimated $706K.

  • 48 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q2 2017, up from 43 in Q1 2017.
  • Funds reported $28.7M of AMERICA FIRST TAX EXEMT INV LP stock for Q2 2017, up 5% quarter-over-quarter.
  • 8 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q2 2017 and 2 closed out, a net change of +6 holders.
  • The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q2 2017 was Girard Partners, an estimated $351K added.
  • The largest AMERICA FIRST TAX EXEMT INV LP seller in Q2 2017 was Deutsche Bank, an estimated $706K sold.

Based on aggregated 13F filings for Q2 2017.