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ATAXZ
AMERICA FIRST TAX EXEMT INV LP
ATAXZ
ATAXZ
Delisted
ATAXZ was delisted on the 30th of June, 2008.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
26
Creative Planning
Overland Park,
Kansas
| $20K | +$20K | +3,014 | New |
|
| 27 |
RIA
27
Regal Investment Advisors
Kentwood,
Michigan
| $18K | +$18K | +2,591 | New |
|
| 28 |
28
Group One Trading
Chicago,
Illinois
| $18K | +$18K | +2,632 | New |
|
| 29 |
HNB
29
Huntington National Bank
Columbus,
Ohio
| $14K | +$14K | +2,000 | New |
|
| 30 |
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $14K | +$14K | +2,000 | New |
|
| 31 |
U
31
UBS
Zurich,
Switzerland
| $10K | +$10K | +1,500 | New |
|
| 32 |
LFR
32
Lehman Financial Resources
Media,
Pennsylvania
| $7K | +$7K | +1,000 | New |
|
| 33 |
TRCT
33
Tower Research Capital (TRC)
New York
| $7K | +$7K | +1,000 | New |
|
| 34 |
34
US Bancorp
Minneapolis,
Minnesota
| $7K | +$7K | +1,000 | New |
|
| 35 |
35
Ameriprise
Minneapolis,
Minnesota
| $4K | +$4K | +600 | New |
|
| 36 |
1IC
36
1919 Investment Counsel
Baltimore,
Maryland
| $2K | +$2K | +250 | New |
|