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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62 hedge funds and large institutions have $43.1M invested in AMERICA FIRST TAX EXEMT INV LP in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 9 closing their positions.

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
8
Closed
9
Calls
$450K
Puts
$312K
Net Calls
+$138K
Net Calls Change
+$79K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$841K
2
RJA
2
Raymond James & Associates
Florida
$3.07M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$638K
4
FCH
4
Freestone Capital Holdings
Washington
$4.66M
5
William Blair & Company
5
William Blair & Company
Illinois
$376K

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$0
2
Ameriprise
2
Ameriprise
Minnesota
$0
3
Wells Fargo
3
Wells Fargo
California
$602K
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$0
5
SEI Investments
5
SEI Investments
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$7.03M 1,159,856 +26,136 +2%
FCH
2
Freestone Capital Holdings
Washington
$4.66M 781,894 +90,000 +13%
Morgan Stanley
3
Morgan Stanley
New York
$4.56M 765,188 +27,460 +4%
RJA
4
Raymond James & Associates
Florida
$3.07M 514,973 +134,076 +35%
AFIA
5
America First Investment Advisors
Nebraska
$2.18M 365,790 – –
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.66M 277,739 +4,598 +2%
N
7
Natixis
France
$1.58M 265,500 – –
BCM
8
Bluefin Capital Management
New York
$1.13M 189,729 +20,198 +12%
SIC
9
Samalin Investment Counsel
New York
$961K 161,171 +22,809 +16%
UBS Group
10
UBS Group
Switzerland
$901K 151,211 +3,540 +2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$865K 145,217 +52,555 +57%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$841K 141,168 +141,168 New
ACP
13
Aveo Capital Partners
Colorado
$820K 137,549 -2,435 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$811K 135,965 +55,165 +68%
US Bancorp
15
US Bancorp
Minnesota
$782K 131,213 – –
LPL Financial
16
LPL Financial
California
$707K 118,590 +643 +0.5%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$672K 112,800 – –
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$668K 112,238 -1,762 -2%
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$638K 107,000 +107,000 New
Wells Fargo
20
Wells Fargo
California
$602K 101,080 -44,370 -31%
Stifel Financial
21
Stifel Financial
Missouri
$508K 85,305 +305 +0.4%
Bank of America
22
Bank of America
North Carolina
$465K 77,978 – –
C
23
Certuity
Florida
$430K 72,114 +1,010 +1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$408K 68,374 -1,970 -3%
SWA
25
SOA Wealth Advisors
New York
$395K 66,353 -14,747 -18%
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