ATAXZ

AMERICA FIRST TAX EXEMT INV LP

ATAXZ

Delisted

ATAXZ was delisted on the 30th of June, 2008.

54 hedge funds and large institutions have $29.9M invested in AMERICA FIRST TAX EXEMT INV LP in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 15 closing their positions.

2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

Holders Change

-13

Holders Change %

-19.4%

% of All Funds

0.85%

Holding in Top 10

–

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

–

New

Increased

Reduced

Closed

Calls

$156K

Puts

$213K

Net Calls

-$57K

Net Calls Change

-$360K

Top Buyers

1	1 PNC Financial Services Group Pittsburgh, Pennsylvania	$618K
2	GIA 2 Gladstone Institutional Advisory Palm Beach Gardens, Florida	$207K
3	RJFSA 3 Raymond James Financial Services Advisors St. Petersburg, Florida	$1.99M
4	SIC 4 Samalin Investment Counsel Chappaqua, New York	$1.14M
5	5 Royal Bank of Canada Toronto, Ontario, Canada	$777K

Top Sellers

1	GWM 1 Geneos Wealth Management Englewood, Colorado	$23K
2	2 Morgan Stanley New York	$2.93M
3	N 3 Natixis Paris, France	$0
4	FCH 4 Freestone Capital Holdings Seattle, Washington	$3.27M
5	5 Cetera Investment Advisers Schaumburg, Illinois	$0

#	Name	Market Value	Shares	Shares Change	Shares Change %
1	FCH 1 Freestone Capital Holdings Seattle, Washington	$3.27M	540,894	-201,000	-27%
2	RJA 2 Raymond James & Associates St Petersburg, Florida	$3M	495,501	-77,204	-13%
3	3 Morgan Stanley New York	$2.93M	484,330	-320,870	-40%
4	AFIA 4 America First Investment Advisors Omaha, Nebraska	$2.21M	365,790	–	–
5	RJFSA 5 Raymond James Financial Services Advisors St. Petersburg, Florida	$1.99M	329,227	+22,908	+7%
6	BCM 6 Bluefin Capital Management New York	$1.15M	189,729	–	–
7	SIC 7 Samalin Investment Counsel Chappaqua, New York	$1.14M	188,440	+22,493	+14%
8	8 UBS Group Zurich, Switzerland	$1.04M	172,719	+40	+0%
9	ACP 9 Aveo Capital Partners Englewood, Colorado	$984K	162,576	+14,909	+10%
10	10 LPL Financial San Diego, California	$856K	141,520	-12,639	-8%
11	11 US Bancorp Minneapolis, Minnesota	$794K	131,213	–	–
12	12 Royal Bank of Canada Toronto, Ontario, Canada	$777K	128,390	+18,961	+17%
13	13 Stifel Financial St. Louis, Missouri	$691K	114,205	-5,100	-4%
14	14 Rockefeller Capital Management New York	$653K	107,942	+448	+0.4%
15	15 Wells Fargo San Francisco, California	$646K	106,876	–	–
16	16 PNC Financial Services Group Pittsburgh, Pennsylvania	$618K	102,100	+101,100	+10,110%
17	17 JPMorgan Chase & Co New York	$609K	37,679	–	–
18	18 Bank of America Charlotte, North Carolina	$605K	99,978	+8,697	+10%
19	19 Cambridge Investment Research Advisors Fairfield, Iowa	$407K	67,340	+686	+1%
20	RCWM 20 Royal Capital Wealth Management Carmel, Indiana	$398K	65,799	+154	+0.2%
21	XF 21 XML Financial Bethesda, Maryland	$334K	55,250	+2,000	+4%
22	22 Commonwealth Equity Services Waltham, Massachusetts	$326K	54,045	+662	+1%
23	TWM 23 Tradition Wealth Management Edina, Minnesota	$325K	53,704	+4,393	+9%
24	SWA 24 SOA Wealth Advisors New York	$313K	51,815	–	–
25	C 25 Certuity North Palm Beach, Florida	$285K	47,114	–	–

AMERICA FIRST TAX EXEMT INV LP ATAXZ

Top Buyers

Top Sellers

AMERICA FIRST TAX EXEMT INV LP

ATAXZ