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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74 hedge funds and large institutions have $56M invested in AMERICA FIRST TAX EXEMT INV LP in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
28
Reduced
11
Closed
6
Calls
$20K
Puts
$25K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$5.35M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.76M
3
CL
3
CPWM LLC
Washington
$818K
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.36M
5
LPL Financial
5
LPL Financial
California
$2.32M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$185K
2
Deutsche Bank
2
Deutsche Bank
Germany
$184K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$578K
4
VF
4
Virtu Financial
New York
$0
5
TSS
5
Two Sigma Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$9.71M 1,198,414 -11,893 -1%
UBS Group
2
UBS Group
Switzerland
$5.35M 653,433 +291,260 +80%
AFIA
3
America First Investment Advisors
Nebraska
$3.79M 462,972 +49,273 +12%
RJA
4
Raymond James & Associates
Florida
$3.47M 424,598 +22,190 +6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.28M 400,505 +3,694 +0.9%
Morgan Stanley
6
Morgan Stanley
New York
$2.76M 336,732 +122,418 +57%
US Bancorp
7
US Bancorp
Minnesota
$2.44M 297,703 – –
LPL Financial
8
LPL Financial
California
$2.32M 283,615 +58,313 +26%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$2.24M 274,363 +36,876 +16%
Wells Fargo
10
Wells Fargo
California
$1.76M 214,893 +24,510 +13%
FAAS
11
First Allied Advisory Services
California
$1.68M 205,069 +4,545 +2%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$1.48M 180,634 +44 +0%
Mariner
13
Mariner
Kansas
$1.39M 169,545 – –
Citadel Advisors
14
Citadel Advisors
Florida
$1.36M 166,418 +86,809 +109%
CL
15
CPWM LLC
Washington
$818K 100,000 +100,000 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$755K 92,364 -7,547 -8%
Bank of America
17
Bank of America
North Carolina
$680K 83,020 -7,000 -8%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$618K 75,518 +58,081 +333%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$611K 74,735 +9,494 +15%
Creative Planning
20
Creative Planning
Kansas
$602K 73,572 +16,272 +28%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$578K 70,803 -18,897 -21%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$558K 68,252 +125 +0.2%
MWPCG
23
Measured Wealth Private Client Group
New Hampshire
$435K 53,150 – –
Stifel Financial
24
Stifel Financial
Missouri
$397K 48,498 -750 -2%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$376K 46,000 +46,000 New
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