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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76 hedge funds and large institutions have $53.9M invested in AMERICA FIRST TAX EXEMT INV LP in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
17
Closed
8
Calls
$80K
Puts
–
Net Calls
+$80K
Net Calls Change
+$85K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.86M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$982K
3
UBS Group
3
UBS Group
Switzerland
$5.53M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$485K
5
EH
5
Equitable Holdings
New York
$453K

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$97K
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$915K
3
Citadel Advisors
3
Citadel Advisors
Florida
$809K
4
BIM
4
Bridges Investment Management
Nebraska
$0
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$301K
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$9.51M 1,212,505 +14,091 +1%
UBS Group
2
UBS Group
Switzerland
$5.53M 718,561 +65,128 +10%
Morgan Stanley
3
Morgan Stanley
New York
$3.86M 501,517 +164,785 +49%
AFIA
4
America First Investment Advisors
Nebraska
$3.46M 448,962 -14,010 -3%
RJA
5
Raymond James & Associates
Florida
$3.33M 432,443 +7,845 +2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$3.11M 404,234 +3,729 +0.9%
LPL Financial
7
LPL Financial
California
$2.43M 314,939 +31,324 +11%
US Bancorp
8
US Bancorp
Minnesota
$2.29M 297,703 – –
Wells Fargo
9
Wells Fargo
California
$1.61M 208,833 -6,060 -3%
FAAS
10
First Allied Advisory Services
California
$1.59M 205,481 +412 +0.2%
Mariner
11
Mariner
Kansas
$1.41M 183,045 +13,500 +8%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$982K 127,500 +120,000 +1,600%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$937K 121,669 +29,305 +32%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$915K 118,831 -61,803 -34%
Citadel Advisors
15
Citadel Advisors
Florida
$809K 105,101 -61,317 -37%
CL
16
CPWM LLC
Washington
$770K 100,000 – –
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$665K 86,372 +10,854 +14%
Bank of America
18
Bank of America
North Carolina
$641K 83,220 +200 +0.2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$592K 76,897 +2,162 +3%
Creative Planning
20
Creative Planning
Kansas
$543K 70,572 -3,000 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$520K 67,648 -604 -0.9%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$485K 63,073 +63,073 New
EH
23
Equitable Holdings
New York
$453K 58,848 +58,848 New
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$424K 55,000 +9,000 +20%
MWPCG
25
Measured Wealth Private Client Group
New Hampshire
$409K 53,150 – –
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