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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
Ameriprise
Minneapolis,
Minnesota
| $47K | +$42.9K | +6,321 | +1,054% |
|
| 27 |
S
27
SignatureFD
Atlanta,
Georgia
| $23K | – | – | – |
|
| 28 |
28
Group One Trading
Chicago,
Illinois
| $20K | +$2.05K | +300 | +11% |
|
| 29 |
29
Creative Planning
Overland Park,
Kansas
| $15K | -$4.93K | -746 | -25% |
|
| 30 |
RIA
30
Regal Investment Advisors
Kentwood,
Michigan
| $15K | -$3.25K | -462 | -18% |
|
| 31 |
HNB
31
Huntington National Bank
Columbus,
Ohio
| $14K | – | – | – |
|
| 32 |
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $14K | – | – | – |
|
| 33 |
U
33
UBS
Zurich,
Switzerland
| $10K | – | – | – |
|
| 34 |
LFR
34
Lehman Financial Resources
Media,
Pennsylvania
| $7K | – | – | – |
|
| 35 |
TRCT
35
Tower Research Capital (TRC)
New York
| $7K | – | – | – |
|
| 36 |
36
US Bancorp
Minneapolis,
Minnesota
| $7K | – | – | – |
|
| 37 |
1IC
37
1919 Investment Counsel
Baltimore,
Maryland
| $2K | – | – | – |
|
| 38 |
DLG
38
Daniel L. Goodwin
| – | -$304K | -45,000 | Closed |
|
| 39 |
39
Comerica Bank
Dallas,
Texas
| – | -$68K | -10,000 | Closed |
|