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ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Delisted

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

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.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

31% more capital invested

Capital invested by funds: $30M → $39.2M (+$9.19M)

18% more funds holding

Funds holding: 5666 (+10)

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
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
Geneos Wealth Management
Colorado
$8.14M +$868K +126,194 +12%
AFIA
2
America First Investment Advisors
Nebraska
$2.84M +$52K +7,567 +2%
RJA
3
Raymond James & Associates
Florida
$2.84M +$101K +14,655 +4%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.68M +$736K +107,097 +38%
UBS Group
5
UBS Group
Switzerland
$2.09M -$1.49M -216,226 -42%
US Bancorp
6
US Bancorp
Minnesota
$1.98M
LPL Financial
7
LPL Financial
California
$1.47M +$98.5K +14,332 +7%
FAAS
8
First Allied Advisory Services
California
$1.4M -$103K -14,969 -7%
Renaissance Technologies
9
Renaissance Technologies
New York
$1.35M +$726K +105,602 +117%
Deutsche Bank
10
Deutsche Bank
Germany
$1.35M +$725K +105,602 +117%
Morgan Stanley
11
Morgan Stanley
New York
$1.33M -$149K -21,676 -10%
Wells Fargo
12
Wells Fargo
California
$1.3M +$50.3K +7,328 +4%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$900K -$765K -111,286 -46%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$787K -$514K -74,755 -39%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$652K +$176K +25,680 +37%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$501K +$501K +73,073 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$468K +$274K +39,827 +141%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$450K +$38.9K +5,663 +9%
Bank of America
19
Bank of America
North Carolina
$436K +$275K +40,014 +171%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$417K +$417K +60,704 New
Creative Planning
21
Creative Planning
Kansas
$406K -$91.3K -13,300 -18%
Stifel Financial
22
Stifel Financial
Missouri
$339K +$17.7K +2,573 +6%
DLG
23
Daniel L. Goodwin
$309K
NFG
24
Next Financial Group
Texas
$302K -$123K -17,937 -29%
NFH
25
NEXT Financial Holdings
Texas
$302K +$302K +43,906 New

ATAXZ Hedge Fund Activity: Q1 2019 in Review

66 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q1 2019, worth a combined $39.2M — up 31% from $30M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ATAXZ positions and 6 closed out — a net gain of 10 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was Geneos Wealth Management, adding an estimated $868K. The largest seller was UBS Group, cutting an estimated $1.49M.

  • 66 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q1 2019, up from 56 in Q4 2018.
  • Funds reported $39.2M of AMERICA FIRST TAX EXEMT INV LP stock for Q1 2019, up 31% quarter-over-quarter.
  • 16 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q1 2019 and 6 closed out, a net change of +10 holders.
  • The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q1 2019 was Geneos Wealth Management, an estimated $868K added.
  • The largest AMERICA FIRST TAX EXEMT INV LP seller in Q1 2019 was UBS Group, an estimated $1.49M sold.

Based on aggregated 13F filings for Q1 2019.