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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66 hedge funds and large institutions have $40.3M invested in AMERICA FIRST TAX EXEMT INV LP in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
19
Closed
13
Calls
$1K
Puts
$605K
Net Calls
-$604K
Net Calls Change
-$582K

Top Buyers

1
N
1
Natixis
France
$1.47M
2
ACP
2
Aveo Capital Partners
Colorado
$716K
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$592K
4
SIC
4
Samalin Investment Counsel
New York
$948K
5
Group One Trading
5
Group One Trading
Illinois
$254K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$345K
2
Morgan Stanley
2
Morgan Stanley
New York
$4.67M
3
GCP
3
GSA Capital Partners
United Kingdom
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$6.61M 1,126,665 +6,303 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$4.67M 843,752 -207,707 -20%
FCH
3
Freestone Capital Holdings
Washington
$3.67M 663,894 – –
AFIA
4
America First Investment Advisors
Nebraska
$2.02M 365,790 -3,167 -0.9%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$1.91M 345,930 -9,990 -3%
RJA
6
Raymond James & Associates
Florida
$1.77M 319,341 +18,978 +6%
N
7
Natixis
France
$1.47M 265,500 +265,500 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.42M 256,748 -13,611 -5%
SIC
9
Samalin Investment Counsel
New York
$948K 171,500 +105,500 +160%
BCM
10
Bluefin Capital Management
New York
$938K 169,531 – –
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$905K 163,731 -4,133 -2%
Wells Fargo
12
Wells Fargo
California
$844K 152,621 -3,442 -2%
UBS Group
13
UBS Group
Switzerland
$817K 147,667 -20,183 -12%
LPL Financial
14
LPL Financial
California
$744K 134,587 +730 +0.5%
US Bancorp
15
US Bancorp
Minnesota
$726K 131,213 – –
ACP
16
Aveo Capital Partners
Colorado
$716K 129,457 +129,457 New
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$691K 125,000 – –
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$592K 107,000 +107,000 New
Truist Financial
19
Truist Financial
North Carolina
$567K 102,456 -11,500 -10%
Bank of America
20
Bank of America
North Carolina
$506K 91,578 -42 -0%
Stifel Financial
21
Stifel Financial
Missouri
$470K 85,000 +11,000 +15%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$454K 82,062 +235 +0.3%
SWA
23
SOA Wealth Advisors
New York
$448K 81,100 – –
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$398K 71,939 -480 -0.7%
Ameriprise
25
Ameriprise
Minnesota
$364K 65,873 -700 -1%
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