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 54 5.88 Premium 7 -12.50
New Owners Premium 7 0.00 Premium 0 --
Sold Out Premium 5 -50.00 Premium 1 0.00
# of Owners Buying Premium 15 7.14 Premium 3 0.00
# of Owners Selling Premium 16 14.29 Premium 1 -50.00
Total Shares Owned (Mil) Premium 5 -4.39 Premium 1 -12.90
Total Shares Bought (Mil) Premium 0 -59.75 Premium 0 -80.47
Total Shares Sold (Mil) Premium 1 -24.26 Premium 0 145.95
Net Share Change (Mil) Premium 0 219.35 Premium 0 -218.14

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 17,012 224 -- --
Mid Value -- -- -- -- --
Mid Blend 1 314,349 -- -- --
Mid Growth -- -- -- -- --
Small Value 2 695,423 17,792 -- --
Small Blend 2 49,402 135 86,437 -63.6
Small Growth -- -- -- -- --
Total 7 1,076,186 18,151 86,437 -5.97
 

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 314,349 0 0.52 0.51 11/30/2014
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 11/30/2014
Fidelity® Nasdaq Composite Tr Stk ETF Premium 5,604 224 0.01 0.01 11/30/2014
AllianzGI Small-Cap Blend A Premium 4,765 135 0.01 0.4 11/30/2014
Total: Top 7 funds Premium 1,076,186 -18,286 1.78
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Peer Comparison

 ATAX

Equity Ownership ATAX  
Go
 
Go
 
Go
Market Cap (Mil USD) 349 --- --- ---
# of Institution Owners 54 --- --- ---
# of Fund Owners 7 --- --- ---
% Owned by Institutions 8.76 --- --- ---
% Owned by Funds 1.79 --- --- ---
% Owned by Insiders 0.25 --- --- ---