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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47 hedge funds and large institutions have $29.6M invested in AMERICA FIRST TAX EXEMT INV LP in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
1
Geneos Wealth Management
Colorado
$5.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.78M
3
Deutsche Bank
3
Deutsche Bank
Germany
$2.36M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$256K
5
Citadel Advisors
5
Citadel Advisors
Florida
$113K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$2.29M
2
GP
2
Girard Partners
Pennsylvania
$208K
3
Wells Fargo
3
Wells Fargo
California
$1.08M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$209K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.83M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$5.4M 893,279 +97,290 +12%
UBS Group
2
UBS Group
Switzerland
$3.05M 504,828 +18,589 +4%
AFIA
3
America First Investment Advisors
Nebraska
$2.49M 412,169 – –
Deutsche Bank
4
Deutsche Bank
Germany
$2.36M 389,800 +44,400 +13%
RJA
5
Raymond James & Associates
Florida
$2.29M 378,341 -118,850 -24%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.83M 302,009 -17,294 -5%
Morgan Stanley
7
Morgan Stanley
New York
$1.78M 294,758 +45,207 +18%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.76M 290,491 -2,929 -1%
Renaissance Technologies
9
Renaissance Technologies
New York
$1.33M 220,293 +13,369 +6%
FAAS
10
First Allied Advisory Services
California
$1.21M 200,690 +6,593 +3%
Wells Fargo
11
Wells Fargo
California
$1.08M 178,031 -24,400 -12%
Creative Planning
12
Creative Planning
Kansas
$738K 121,950 – –
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$377K 62,375 -4,275 -6%
NFG
14
Next Financial Group
Texas
$285K 46,493 +1,300 +3%
DLG
15
Daniel L. Goodwin
$272K 45,000 – –
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$256K 42,301 +42,301 New
Bank of America
17
Bank of America
North Carolina
$241K 39,729 +7,853 +25%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$236K 39,141 – –
CG
19
Cutler Group
California
$212K 35,200 – –
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$209K 33,330 -21,400 -39%
GP
21
Girard Partners
Pennsylvania
$208K 34,462 -24,600 -42%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$183K 30,300 -2,667 -8%
ACP
23
Aveo Capital Partners
Colorado
$151K 24,995 – –
Stifel Financial
24
Stifel Financial
Missouri
$136K 22,595 -1,975 -8%
PAG
25
Private Advisor Group
New Jersey
$123K 20,257 – –
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