Equity and Debt

 ATAX

 
Type Mil USD
Equity --
Debt 347.0
 

Equity Owners

 ATAX

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 ATAX

Institutions Funds
Name Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Total Owners Premium 53 3.92 Premium 7 -12.50
New Owners Premium 13 225.00 Premium 0 --
Sold Out Premium 12 300.00 Premium 1 --
# of Owners Buying Premium 15 -6.25 Premium 3 200.00
# of Owners Selling Premium 13 -13.33 Premium 2 100.00
Total Shares Owned (Mil) Premium 7 22.34 Premium 1 8.85
Total Shares Bought (Mil) Premium 2 303.56 Premium 0 93655.00
Total Shares Sold (Mil) Premium 1 70.67 Premium 0 619.81
Net Share Change (Mil) Premium 1 1971.75 Premium 0 -944.99

Fund Owners' Style

 ATAX

-- -- 2 Lg
-- 1 -- Md
2 2 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value -- -- -- -- --
Large Blend -- -- -- -- --
Large Growth 2 17,236 224 -- --
Mid Value -- -- -- -- --
Mid Blend 1 483,843 169,494 -- --
Mid Growth -- -- -- -- --
Small Value 2 695,423 17,792 -- --
Small Blend 2 48,807 -- 87,032 --
Small Growth -- -- -- -- --
Total 7 1,245,309 187,510 87,032 8.78
 

Equity Ownership

 ATAX

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
API Efficient Frontier Income A Premium 500,000 0 0.83 0.33 12/31/2014
James Alpha Global Real Estate Invsmts A Premium 483,843 169,494 0.80 0.76 12/31/2014
Orinda Income Opportunities A Premium 195,423 17,792 0.32 0.49 12/31/2014
TFS Market Neutral Premium 44,637 -36,437 0.07 0.04 10/31/2014
Fidelity® Nasdaq Composite Index® Premium 11,408 0 0.02 0 01/31/2015
Fidelity® Nasdaq Composite Tr Stk ETF Premium 5,828 0 0.01 0.01 01/31/2015
AllianzGI Small-Cap Blend A Premium 4,170 -595 0.01 0.32 12/31/2014
Total: Top 7 funds Premium 1,245,309 150,254 2.06
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Peer Comparison

 ATAX

Equity Ownership ATAX  
Go
 
Go
 
Go
Market Cap (Mil USD) 348 --- --- ---
# of Institution Owners 53 --- --- ---
# of Fund Owners 7 --- --- ---
% Owned by Institutions 11.16 --- --- ---
% Owned by Funds 2.07 --- --- ---
% Owned by Insiders 0.25 --- --- ---