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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67 hedge funds and large institutions have $47M invested in AMERICA FIRST TAX EXEMT INV LP in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
17
Closed
5
Calls
$617K
Puts
$314K
Net Calls
+$303K
Net Calls Change
+$165K

Top Buyers

1
IA
1
IFG Advisory
Georgia
$610K
2
RCWM
2
Royal Capital Wealth Management
Indiana
$422K
3
RJA
3
Raymond James & Associates
Florida
$3.68M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$291K
5
Morgan Stanley
5
Morgan Stanley
New York
$5.18M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$6K
3
FCH
3
Freestone Capital Holdings
Washington
$4.52M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$704K
5
C
5
Certuity
Florida
$303K
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$7.62M 1,185,345 +25,489 +2%
Morgan Stanley
2
Morgan Stanley
New York
$5.18M 805,200 +40,012 +5%
FCH
3
Freestone Capital Holdings
Washington
$4.52M 741,894 -40,000 -5%
RJA
4
Raymond James & Associates
Florida
$3.68M 572,705 +57,732 +11%
AFIA
5
America First Investment Advisors
Nebraska
$2.35M 365,790 – –
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.97M 306,319 +28,580 +10%
N
7
Natixis
France
$1.71M 265,500 – –
BCM
8
Bluefin Capital Management
New York
$1.22M 189,729 – –
UBS Group
9
UBS Group
Switzerland
$1.11M 172,679 +21,468 +14%
SIC
10
Samalin Investment Counsel
New York
$1.07M 165,947 +4,776 +3%
LPL Financial
11
LPL Financial
California
$991K 154,159 +35,569 +30%
ACP
12
Aveo Capital Partners
Colorado
$950K 147,667 +10,118 +7%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$947K 147,320 +2,103 +1%
US Bancorp
14
US Bancorp
Minnesota
$844K 131,213 – –
Stifel Financial
15
Stifel Financial
Missouri
$767K 119,305 +34,000 +40%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$704K 109,429 -26,536 -20%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$691K 107,494 -4,744 -4%
Wells Fargo
18
Wells Fargo
California
$687K 106,876 +5,796 +6%
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$644K 100,168 -6,832 -6%
IA
20
IFG Advisory
Georgia
$610K 95,000 +95,000 New
Bank of America
21
Bank of America
North Carolina
$587K 91,281 +13,303 +17%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$429K 66,654 -1,720 -3%
RCWM
23
Royal Capital Wealth Management
Indiana
$422K 65,645 +65,645 New
William Blair & Company
24
William Blair & Company
Illinois
$406K 63,090 – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$343K 53,383 +1,500 +3%
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