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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71 hedge funds and large institutions have $33.9M invested in AMERICA FIRST TAX EXEMT INV LP in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 11 closing their positions.

Holders
71
Holders Change
-5
Holders Change %
-6.58%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Bluefin Capital Management
New York
$1M
2
GWM
2
Geneos Wealth Management
Colorado
$7.83M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$266K
4
EH
4
Equitable Holdings
New York
$534K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$844K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.01M
2
LPL Financial
2
LPL Financial
California
$697K
3
Morgan Stanley
3
Morgan Stanley
New York
$1.99M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$0
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$283K
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$7.83M 1,347,556 +135,051 +11%
RJA
2
Raymond James & Associates
Florida
$2.45M 468,353 +35,910 +8%
AFIA
3
America First Investment Advisors
Nebraska
$2.35M 448,962 – –
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.14M 407,997 +3,763 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$1.99M 378,921 -122,596 -24%
US Bancorp
6
US Bancorp
Minnesota
$1.74M 332,703 +35,000 +12%
Mariner
7
Mariner
Kansas
$1.12M 214,545 +31,500 +17%
Wells Fargo
8
Wells Fargo
California
$1.11M 212,582 +3,749 +2%
FAAS
9
First Allied Advisory Services
California
$1.03M 196,063 -9,418 -5%
UBS Group
10
UBS Group
Switzerland
$1.01M 193,159 -525,402 -73%
BCM
11
Bluefin Capital Management
New York
$1M 191,631 +191,631 New
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$844K 173,200 +45,700 +36%
LPL Financial
13
LPL Financial
California
$697K 132,935 -182,004 -58%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$535K 102,110 -19,559 -16%
EH
15
Equitable Holdings
New York
$534K 101,902 +43,054 +73%
CL
16
CPWM LLC
Washington
$524K 100,000 – –
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$466K 88,972 +2,600 +3%
Bank of America
18
Bank of America
North Carolina
$413K 78,720 -4,500 -5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$412K 78,555 +1,658 +2%
Creative Planning
20
Creative Planning
Kansas
$370K 70,572 – –
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$317K 60,478 +7,768 +15%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$283K 53,932 -64,899 -55%
MWPCG
23
Measured Wealth Private Client Group
New Hampshire
$279K 53,150 – –
Osaic Holdings
24
Osaic Holdings
Arizona
$266K 50,380 +50,380 New
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$262K 50,000 -5,000 -9%
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