ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Overview Fund Activity
Delisted

ATAXZ was delisted on the 30th of June, 2008.

Back to rankings

66 hedge funds and large institutions have $39.2M invested in AMERICA FIRST TAX EXEMT INV LP in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
21
Reduced
12
Closed
6
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
GWM
1
Geneos Wealth Management
Colorado
$8.14M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.68M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.35M
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.35M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$501K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.09M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$900K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$787K
4
CI
4
Cavalier Investments
Georgia
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$8.14M 1,183,043 +126,194 +12%
AFIA
2
America First Investment Advisors
Nebraska
$2.84M 413,699 +7,567 +2%
RJA
3
Raymond James & Associates
Florida
$2.84M 412,792 +14,655 +4%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.68M 389,925 +107,097 +38%
UBS Group
5
UBS Group
Switzerland
$2.09M 304,404 -216,226 -42%
US Bancorp
6
US Bancorp
Minnesota
$1.98M 287,703 – –
LPL Financial
7
LPL Financial
California
$1.47M 213,954 +14,332 +7%
FAAS
8
First Allied Advisory Services
California
$1.4M 204,628 -14,969 -7%
Renaissance Technologies
9
Renaissance Technologies
New York
$1.35M 196,002 +105,602 +117%
Deutsche Bank
10
Deutsche Bank
Germany
$1.35M 196,002 +105,602 +117%
Morgan Stanley
11
Morgan Stanley
New York
$1.33M 193,789 -21,676 -10%
Wells Fargo
12
Wells Fargo
California
$1.3M 189,583 +7,328 +4%
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$900K 131,001 -111,286 -46%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$787K 114,537 -74,755 -39%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$652K 95,118 +25,680 +37%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$501K 73,073 +73,073 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$468K 68,127 +39,827 +141%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$450K 65,492 +5,663 +9%
Bank of America
19
Bank of America
North Carolina
$436K 63,414 +40,014 +171%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$417K 60,704 +60,704 New
Creative Planning
21
Creative Planning
Kansas
$406K 59,111 -13,300 -18%
Stifel Financial
22
Stifel Financial
Missouri
$339K 49,248 +2,573 +6%
DLG
23
Daniel L. Goodwin
$309K 45,000 – –
NFG
24
Next Financial Group
Texas
$302K 43,906 -17,937 -29%
NFH
25
NEXT Financial Holdings
Texas
$302K 43,906 +43,906 New
1
2 3