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 $30M invested in AMERICA FIRST TAX EXEMT INV LP in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
16
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$1.62M
2
GWM
2
Geneos Wealth Management
Colorado
$6.16M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$389K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$169K
5
Mariner
5
Mariner
Kansas
$126K

Top Sellers

1
AFM
1
Anson Funds Management
Texas
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$508K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$508K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$336K
5
UBS Group
5
UBS Group
Switzerland
$2.93M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$6.16M 1,056,849 +44,350 +4%
UBS Group
2
UBS Group
Switzerland
$2.93M 520,630 -22,262 -4%
AFIA
3
America First Investment Advisors
Nebraska
$2.28M 406,132 -5,010 -1%
RJA
4
Raymond James & Associates
Florida
$2.24M 398,137 +6,594 +2%
US Bancorp
5
US Bancorp
Minnesota
$1.62M 287,703 +240,356 +508%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.59M 282,828 -6,824 -2%
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$1.36M 242,287 – –
FAAS
8
First Allied Advisory Services
California
$1.24M 219,597 -249 -0.1%
Morgan Stanley
9
Morgan Stanley
New York
$1.21M 215,465 -1,510 -0.7%
LPL Financial
10
LPL Financial
California
$1.12M 199,622 +15,685 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.07M 189,292 -92 -0%
Wells Fargo
12
Wells Fargo
California
$1.02M 182,255 +1,779 +1%
Deutsche Bank
13
Deutsche Bank
Germany
$508K 90,400 -266,211 -75%
Renaissance Technologies
14
Renaissance Technologies
New York
$508K 90,400 -123,269 -58%
Creative Planning
15
Creative Planning
Kansas
$407K 72,411 -10,516 -13%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$389K 69,438 +30,297 +77%
NFG
17
Next Financial Group
Texas
$348K 61,843 +17,032 +38%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$336K 59,829 -29,597 -33%
Stifel Financial
19
Stifel Financial
Missouri
$263K 46,675 +1,800 +4%
DLG
20
Daniel L. Goodwin
$253K 45,000 – –
CI
21
Cavalier Investments
Georgia
$202K 36,007 -7,176 -17%
CG
22
Cutler Group
California
$197K 35,200 – –
PAG
23
Private Advisor Group
New Jersey
$189K 33,687 +9,000 +36%
BIM
24
Bridges Investment Management
Nebraska
$169K 30,012 +13,641 +83%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$169K 30,071 +30,071 New
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