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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52 hedge funds and large institutions have $30.1M invested in AMERICA FIRST TAX EXEMT INV LP in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
15
Closed
7
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$2.55M
2
LPL Financial
2
LPL Financial
California
$525K
3
CI
3
Cavalier Investments
Georgia
$223K
4
FAAS
4
First Allied Advisory Services
California
$1.37M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$102K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.04M
2
Deutsche Bank
2
Deutsche Bank
Germany
$2.26M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.16M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.79M
5
GP
5
Girard Partners
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$5.73M 928,596 +6,891 +0.7%
UBS Group
2
UBS Group
Switzerland
$3.1M 502,239 -14,090 -3%
AFIA
3
America First Investment Advisors
Nebraska
$2.66M 430,342 +7,243 +2%
RJA
4
Raymond James & Associates
Florida
$2.55M 412,744 +147,279 +55%
Deutsche Bank
5
Deutsche Bank
Germany
$2.26M 366,183 -53,168 -13%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.84M 298,427 -1,861 -0.6%
Morgan Stanley
7
Morgan Stanley
New York
$1.79M 289,343 -36,103 -11%
FAAS
8
First Allied Advisory Services
California
$1.37M 221,630 +21,904 +11%
Renaissance Technologies
9
Renaissance Technologies
New York
$1.16M 187,042 -48,270 -21%
Wells Fargo
10
Wells Fargo
California
$1.08M 174,696 -617 -0.4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.04M 168,867 -144,031 -46%
LPL Financial
12
LPL Financial
California
$525K 85,040 +66,040 +348%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$399K 64,688 +777 +1%
Creative Planning
14
Creative Planning
Kansas
$394K 63,800 -2,400 -4%
NFG
15
Next Financial Group
Texas
$287K 46,426 -67 -0.1%
Bank of America
16
Bank of America
North Carolina
$285K 46,287 +2,858 +7%
DLG
17
Daniel L. Goodwin
$278K 45,000 – –
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$247K 40,064 -17,615 -31%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$241K 39,141 – –
CI
20
Cavalier Investments
Georgia
$223K 36,143 +36,143 New
CG
21
Cutler Group
California
$217K 35,200 – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$185K 30,050 – –
ACP
23
Aveo Capital Partners
Colorado
$154K 24,995 – –
OC
24
Oppenheimer & Co
New York
$143K 23,118 +5,895 +34%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$140K 22,700 -9,100 -29%
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