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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56 hedge funds and large institutions have $33.1M invested in AMERICA FIRST TAX EXEMT INV LP in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
12
Closed
6
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
–

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$1.54M
2
LPL Financial
2
LPL Financial
California
$1.06M
3
UBS Group
3
UBS Group
Switzerland
$3.43M
4
GWM
4
Geneos Wealth Management
Colorado
$6.05M
5
PAG
5
Private Advisor Group
New Jersey
$147K

Top Sellers

1
California Public Employees Retirement System
1
California Public Employees Retirement System
California
$0
2
ACP
2
Aveo Capital Partners
Colorado
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Bank of America
4
Bank of America
North Carolina
$166K
5
AFIA
5
America First Investment Advisors
Nebraska
$2.6M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$6.05M 952,102 +23,506 +3%
UBS Group
2
UBS Group
Switzerland
$3.43M 539,461 +37,222 +7%
AFIA
3
America First Investment Advisors
Nebraska
$2.6M 410,142 -20,200 -5%
RJA
4
Raymond James & Associates
Florida
$2.57M 405,103 -7,641 -2%
Deutsche Bank
5
Deutsche Bank
Germany
$2.35M 370,193 +4,010 +1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.88M 296,682 -1,745 -0.6%
Morgan Stanley
7
Morgan Stanley
New York
$1.76M 276,887 -12,456 -4%
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$1.54M 242,287 +242,287 New
FAAS
9
First Allied Advisory Services
California
$1.46M 229,625 +7,995 +4%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.2M 189,442 +2,400 +1%
Wells Fargo
11
Wells Fargo
California
$1.06M 167,595 -7,101 -4%
LPL Financial
12
LPL Financial
California
$1.06M 167,577 +82,537 +97%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.03M 161,420 -7,447 -4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$436K 68,636 +3,948 +6%
Creative Planning
15
Creative Planning
Kansas
$405K 63,800 – –
DLG
16
Daniel L. Goodwin
$286K 45,000 – –
NFG
17
Next Financial Group
Texas
$285K 44,811 -1,615 -3%
Stifel Financial
18
Stifel Financial
Missouri
$284K 44,706 +22,061 +97%
CI
19
Cavalier Investments
Georgia
$274K 43,183 +7,040 +19%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$248K 39,141 – –
CG
21
Cutler Group
California
$223K 35,200 – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$191K 30,050 – –
Bank of America
23
Bank of America
North Carolina
$166K 26,087 -20,200 -44%
OC
24
Oppenheimer & Co
New York
$148K 23,270 +152 +0.7%
PAG
25
Private Advisor Group
New Jersey
$147K 22,987 +22,987 New
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