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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54 hedge funds and large institutions have $32M invested in AMERICA FIRST TAX EXEMT INV LP in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
16
Reduced
13
Closed
6
Calls
–
Puts
$50K
Net Calls
-$50K
Net Calls Change
-$49K

Top Buyers

1
AFM
1
Anson Funds Management
Texas
$1.63M
2
GWM
2
Geneos Wealth Management
Colorado
$5.77M
3
US Bancorp
3
US Bancorp
Minnesota
$270K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.08M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.22M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.24M
2
SIAS
2
Shine Investment Advisory Services
Colorado
$76K
3
Deutsche Bank
3
Deutsche Bank
Germany
$2.03M
4
RJA
4
Raymond James & Associates
Florida
$2.23M
5
NPF
5
Norris Perne & French
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$5.77M 1,012,499 +60,397 +6%
UBS Group
2
UBS Group
Switzerland
$3.1M 542,892 +3,431 +0.6%
AFIA
3
America First Investment Advisors
Nebraska
$2.34M 411,142 +1,000 +0.2%
RJA
4
Raymond James & Associates
Florida
$2.23M 391,543 -13,560 -3%
Deutsche Bank
5
Deutsche Bank
Germany
$2.03M 356,611 -13,582 -4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.65M 289,652 -7,030 -2%
AFM
7
Anson Funds Management
Texas
$1.63M 1,250,000 +1,250,000 New
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$1.38M 242,287 – –
FAAS
9
First Allied Advisory Services
California
$1.26M 219,846 -9,779 -4%
Morgan Stanley
10
Morgan Stanley
New York
$1.24M 216,975 -59,912 -22%
Renaissance Technologies
11
Renaissance Technologies
New York
$1.22M 213,669 +24,227 +13%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.08M 189,384 +27,964 +17%
LPL Financial
13
LPL Financial
California
$1.05M 183,937 +16,360 +10%
Wells Fargo
14
Wells Fargo
California
$1.03M 180,476 +12,881 +8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$510K 89,426 +20,790 +30%
Creative Planning
16
Creative Planning
Kansas
$473K 82,927 +19,127 +30%
US Bancorp
17
US Bancorp
Minnesota
$270K 47,347 +45,347 +2,267%
DLG
18
Daniel L. Goodwin
$257K 45,000 – –
Stifel Financial
19
Stifel Financial
Missouri
$256K 44,875 +169 +0.4%
NFG
20
Next Financial Group
Texas
$255K 44,811 – –
CI
21
Cavalier Investments
Georgia
$246K 43,183 – –
Geode Capital Management
22
Geode Capital Management
Massachusetts
$223K 39,141 – –
CG
23
Cutler Group
California
$200K 35,200 – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$161K 28,300 -1,750 -6%
PAG
25
Private Advisor Group
New Jersey
$141K 24,687 +1,700 +7%
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