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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3 hedge funds and large institutions have $407K invested in AMERICA FIRST TAX EXEMT INV LP in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 52 closing their positions.

Holders
3
Holders Change
-51
Holders Change %
-94.44%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
2
Closed
52
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
CoreCap Advisors
Michigan
$38K

Top Sellers

1
FCH
1
Freestone Capital Holdings
Washington
$0
2
RJA
2
Raymond James & Associates
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$0
4
AFIA
4
America First Investment Advisors
Nebraska
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
1
SOA Wealth Advisors
New York
$320K 17,530 -34,285 -66%
AWM
2
AllSquare Wealth Management
New York
$49K 2,667 -5,333 -67%
CA
3
CoreCap Advisors
Michigan
$38K 2,100 +2,100 New
FCH
4
Freestone Capital Holdings
Washington
– – -540,894 Closed
RJA
5
Raymond James & Associates
Florida
– – -495,501 Closed
Morgan Stanley
6
Morgan Stanley
New York
– – -484,330 Closed
AFIA
7
America First Investment Advisors
Nebraska
– – -365,790 Closed
RJFSA
8
Raymond James Financial Services Advisors
Florida
– – -329,227 Closed
BCM
9
Bluefin Capital Management
New York
– – -189,729 Closed
SIC
10
Samalin Investment Counsel
New York
– – -188,440 Closed
UBS Group
11
UBS Group
Switzerland
– – -172,719 Closed
ACP
12
Aveo Capital Partners
Colorado
– – -162,576 Closed
LPL Financial
13
LPL Financial
California
– – -141,520 Closed
US Bancorp
14
US Bancorp
Minnesota
– – -131,213 Closed
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
– – -128,390 Closed
Stifel Financial
16
Stifel Financial
Missouri
– – -114,205 Closed
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
– – -107,942 Closed
Wells Fargo
18
Wells Fargo
California
– – -106,876 Closed
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
– – -102,100 Closed
Bank of America
20
Bank of America
North Carolina
– – -99,978 Closed
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
– – -67,340 Closed
RCWM
22
Royal Capital Wealth Management
Indiana
– – -65,799 Closed
XF
23
XML Financial
Maryland
– – -55,250 Closed
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
– – -54,045 Closed
TWM
25
Tradition Wealth Management
Minnesota
– – -53,704 Closed
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