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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53 hedge funds and large institutions have $30.2M invested in AMERICA FIRST TAX EXEMT INV LP in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
13
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
California Public Employees Retirement System
1
California Public Employees Retirement System
California
$349K
2
Morgan Stanley
2
Morgan Stanley
New York
$1.97M
3
Deutsche Bank
3
Deutsche Bank
Germany
$2.54M
4
GWM
4
Geneos Wealth Management
Colorado
$5.58M
5
LPL Financial
5
LPL Financial
California
$115K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.61M
2
Creative Planning
2
Creative Planning
Kansas
$401K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
ICOA
4
Investment Centers of America
North Dakota
$0
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$5.58M 921,705 +28,426 +3%
UBS Group
2
UBS Group
Switzerland
$3.12M 516,329 +11,501 +2%
AFIA
3
America First Investment Advisors
Nebraska
$2.56M 423,099 +10,930 +3%
Deutsche Bank
4
Deutsche Bank
Germany
$2.54M 419,351 +29,551 +8%
Morgan Stanley
5
Morgan Stanley
New York
$1.97M 325,446 +30,688 +10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.89M 312,898 +10,889 +4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.82M 300,288 +9,797 +3%
RJA
8
Raymond James & Associates
Florida
$1.61M 265,465 -112,876 -30%
Renaissance Technologies
9
Renaissance Technologies
New York
$1.42M 235,312 +15,019 +7%
FAAS
10
First Allied Advisory Services
California
$1.21M 199,726 -964 -0.5%
Wells Fargo
11
Wells Fargo
California
$1.06M 175,313 -2,718 -2%
Creative Planning
12
Creative Planning
Kansas
$401K 66,200 -55,750 -46%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$387K 63,911 +1,536 +2%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$349K 57,679 +57,679 New
NFG
15
Next Financial Group
Texas
$281K 46,493 – –
DLG
16
Daniel L. Goodwin
$272K 45,000 – –
Bank of America
17
Bank of America
North Carolina
$263K 43,429 +3,700 +9%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$236K 39,141 – –
CG
19
Cutler Group
California
$212K 35,200 – –
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$192K 31,800 -10,501 -25%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$185K 30,599 +18,599 +155%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$182K 30,050 -250 -0.8%
GP
23
Girard Partners
Pennsylvania
$159K 26,227 -8,235 -24%
ACP
24
Aveo Capital Partners
Colorado
$151K 24,995 – –
Stifel Financial
25
Stifel Financial
Missouri
$134K 22,345 -250 -1%
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