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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65 hedge funds and large institutions have $46.4M invested in AMERICA FIRST TAX EXEMT INV LP in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% 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
15
Reduced
18
Closed
8
Calls
$410K
Puts
$351K
Net Calls
+$59K
Net Calls Change
+$663K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$760K
2
RJA
2
Raymond James & Associates
Florida
$2.57M
3
ASFA
3
All Season Financial Advisors
Colorado
$334K
4
FCH
4
Freestone Capital Holdings
Washington
$4.66M
5
C
5
Certuity
Florida
$479K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.97M
2
California Public Employees Retirement System
2
California Public Employees Retirement System
California
$206K
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$0
4
Truist Financial
4
Truist Financial
North Carolina
$182K
5
IA
5
IFG Advisory
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$7.72M 1,133,720 +7,055 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$4.97M 737,728 -106,024 -13%
FCH
3
Freestone Capital Holdings
Washington
$4.66M 691,894 +28,000 +4%
RJA
4
Raymond James & Associates
Florida
$2.57M 380,897 +61,556 +19%
AFIA
5
America First Investment Advisors
Nebraska
$2.47M 365,790 – –
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$2.26M 335,530 -10,400 -3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.84M 273,141 +16,393 +6%
N
8
Natixis
France
$1.79M 265,500 – –
BCM
9
Bluefin Capital Management
New York
$1.14M 169,531 – –
UBS Group
10
UBS Group
Switzerland
$995K 147,671 +4 +0%
Wells Fargo
11
Wells Fargo
California
$980K 145,450 -7,171 -5%
ACP
12
Aveo Capital Partners
Colorado
$943K 139,984 +10,527 +8%
SIC
13
Samalin Investment Counsel
New York
$933K 138,362 -33,138 -19%
US Bancorp
14
US Bancorp
Minnesota
$884K 131,213 – –
LPL Financial
15
LPL Financial
California
$795K 117,947 -16,640 -12%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$768K 114,000 -49,731 -30%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$760K 112,800 +112,800 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$625K 92,662 +10,600 +13%
Stifel Financial
19
Stifel Financial
Missouri
$573K 85,000 – –
SWA
20
SOA Wealth Advisors
New York
$546K 81,100 – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$545K 80,800 +18,300 +29%
Bank of America
22
Bank of America
North Carolina
$525K 77,978 -13,600 -15%
C
23
Certuity
Florida
$479K 71,104 +25,125 +55%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$474K 70,344 -1,595 -2%
Ameriprise
25
Ameriprise
Minnesota
$444K 65,873 – –
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