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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56 hedge funds and large institutions have $25.1M invested in AMERICA FIRST TAX EXEMT INV LP in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 11 closing their positions.

Holders
56
Holders Change
-4
Holders Change %
-6.67%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
19
Closed
11
Calls
$64K
Puts
$2K
Net Calls
+$62K
Net Calls Change
+$62K

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$2.45M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.47M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$616K
4
GCP
4
GSA Capital Partners
United Kingdom
$635K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$607K

Top Sellers

1
GWM
1
Geneos Wealth Management
Colorado
$4.09M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$32K
3
BCM
3
Bluefin Capital Management
New York
$687K
4
FAAS
4
First Allied Advisory Services
California
$389K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$60K
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$4.09M 1,024,420 -388,104 -27%
US Bancorp
2
US Bancorp
Minnesota
$2.45M 605,428 +288,925 +91%
Morgan Stanley
3
Morgan Stanley
New York
$2.31M 570,586 +26,866 +5%
AFIA
4
America First Investment Advisors
Nebraska
$1.76M 434,962 – –
RJA
5
Raymond James & Associates
Florida
$1.49M 367,253 -53,063 -13%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.48M 365,822 +6,651 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.47M 363,265 +242,865 +202%
UBS Group
8
UBS Group
Switzerland
$896K 221,258 -262 -0.1%
Wells Fargo
9
Wells Fargo
California
$736K 181,582 -30,187 -14%
BCM
10
Bluefin Capital Management
New York
– – -169,531 Closed
GCP
11
GSA Capital Partners
United Kingdom
$635K 156,735 +122,265 +355%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$616K 152,133 +152,133 New
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$607K 149,800 +90,956 +155%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$562K 138,837 +4,700 +4%
LPL Financial
15
LPL Financial
California
$523K 129,152 +94 +0.1%
FCH
16
Freestone Capital Holdings
Washington
$407K 660,894 +100,000 +18%
FAAS
17
First Allied Advisory Services
California
$389K 95,964 -88,141 -48%
Bank of America
18
Bank of America
North Carolina
$382K 94,320 +1,000 +1%
Truist Financial
19
Truist Financial
North Carolina
$326K 80,456 +8,107 +11%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$305K 75,419 -989 -1%
EH
21
Equitable Holdings
New York
$279K 68,923 -56,732 -45%
Stifel Financial
22
Stifel Financial
Missouri
$214K 52,900 -7,693 -13%
Creative Planning
23
Creative Planning
Kansas
$186K 46,000 +2,000 +5%
DLG
24
Daniel L. Goodwin
$181K 44,700 – –
FWM
25
Frontier Wealth Management
Missouri
$162K 40,081 -4,500 -10%
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