ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Overview Fund Activity
Delisted

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

Back to rankings

60 hedge funds and large institutions have $26.1M invested in AMERICA FIRST TAX EXEMT INV LP in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 18 closing their positions.

Holders
60
Holders Change
-11
Holders Change %
-15.49%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
20
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.24M
2
GWM
2
Geneos Wealth Management
Colorado
$5.94M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$242K
4
Truist Financial
4
Truist Financial
North Carolina
$298K
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$553K

Top Sellers

1
Mariner
1
Mariner
Kansas
$293K
2
CL
2
CPWM LLC
Washington
$0
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.48M
5
RJA
5
Raymond James & Associates
Florida
$1.73M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$5.94M 1,412,524 +64,968 +5%
Morgan Stanley
2
Morgan Stanley
New York
$2.24M 543,720 +164,799 +43%
AFIA
3
America First Investment Advisors
Nebraska
$1.79M 434,962 -14,000 -3%
RJA
4
Raymond James & Associates
Florida
$1.73M 420,316 -48,037 -10%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.48M 359,171 -48,826 -12%
US Bancorp
6
US Bancorp
Minnesota
$1.3M 316,503 -16,200 -5%
UBS Group
7
UBS Group
Switzerland
$912K 221,520 +28,361 +15%
Wells Fargo
8
Wells Fargo
California
$873K 211,769 -813 -0.4%
FAAS
9
First Allied Advisory Services
California
$759K 184,105 -11,958 -6%
BCM
10
Bluefin Capital Management
New York
$698K 169,531 -22,100 -12%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$633K 173,200 – –
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$553K 134,137 +45,165 +51%
LPL Financial
13
LPL Financial
California
$532K 129,058 -3,877 -3%
EH
14
Equitable Holdings
New York
$518K 125,655 +23,753 +23%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$496K 120,400 +18,290 +18%
Bank of America
16
Bank of America
North Carolina
$385K 93,320 +14,600 +19%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$350K 84,978 +24,500 +41%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$315K 76,408 -2,147 -3%
Truist Financial
19
Truist Financial
North Carolina
$298K 72,349 +57,349 +382%
Mariner
20
Mariner
Kansas
$293K 71,148 -143,397 -67%
Stifel Financial
21
Stifel Financial
Missouri
$250K 60,593 +11,695 +24%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$242K 58,844 +58,844 New
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$227K 55,000 +5,000 +10%
MWPCG
24
Measured Wealth Private Client Group
New Hampshire
$219K 53,150 – –
Osaic Holdings
25
Osaic Holdings
Arizona
$198K 48,139 -2,241 -4%
1
2 3 4