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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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.

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
–

Top Buyers

1
GP
1
Girard Partners
Pennsylvania
$351K
2
UBS Group
2
UBS Group
Switzerland
$2.89M
3
NFG
3
Next Financial Group
Texas
$269K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$75K
5
Bank of America
5
Bank of America
North Carolina
$189K

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$2.06M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.23M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.49M
4
ACP
4
Aveo Capital Partners
Colorado
$149K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.75M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$4.74M 795,989 +11,312 +1%
RJA
2
Raymond James & Associates
Florida
$2.96M 497,191 -8,643 -2%
UBS Group
3
UBS Group
Switzerland
$2.89M 486,239 +57,628 +13%
AFIA
4
America First Investment Advisors
Nebraska
$2.45M 412,169 -3,704 -0.9%
Deutsche Bank
5
Deutsche Bank
Germany
$2.06M 345,400 -118,600 -26%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.9M 319,303 +5,000 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.75M 293,420 -13,611 -4%
Morgan Stanley
8
Morgan Stanley
New York
$1.49M 249,551 -20,668 -8%
Renaissance Technologies
9
Renaissance Technologies
New York
$1.23M 206,924 -73,864 -26%
Wells Fargo
10
Wells Fargo
California
$1.21M 202,431 +8,201 +4%
FAAS
11
First Allied Advisory Services
California
$1.16M 194,097 -5,188 -3%
Creative Planning
12
Creative Planning
Kansas
$726K 121,950 +8,471 +7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$397K 66,650 +265 +0.4%
GP
14
Girard Partners
Pennsylvania
$351K 59,062 +59,062 New
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$326K 54,730 – –
NFG
16
Next Financial Group
Texas
$269K 45,193 +38,905 +619%
DLG
17
Daniel L. Goodwin
$268K 45,000 – –
Geode Capital Management
18
Geode Capital Management
Massachusetts
$232K 39,141 -1,437 -4%
CG
19
Cutler Group
California
$209K 35,200 – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$196K 32,967 +1,056 +3%
Bank of America
21
Bank of America
North Carolina
$189K 31,876 +12,647 +66%
ACP
22
Aveo Capital Partners
Colorado
$149K 24,995 -15,000 -38%
Stifel Financial
23
Stifel Financial
Missouri
$147K 24,570 -5,750 -19%
Citigroup
24
Citigroup
New York
$122K 20,500 – –
PAG
25
Private Advisor Group
New Jersey
$121K 20,257 – –
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