Equity and Debt

 ATAX

 
Type Mil USD
Equity --
Debt 345.4
 

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 52 1.96 Premium 7 -12.50
New Owners Premium 12 200.00 Premium 0 --
Sold Out Premium 11 266.67 Premium 1 --
# of Owners Buying Premium 15 -6.25 Premium 1 0.00
# of Owners Selling Premium 11 -26.67 Premium 3 200.00
Total Shares Owned (Mil) Premium 7 20.42 Premium 1 -25.45
Total Shares Bought (Mil) Premium 2 245.91 Premium 0 236.00
Total Shares Sold (Mil) Premium 1 14.38 Premium 1 4488.34
Net Share Change (Mil) Premium 1 1904.36 Premium -1 4559.86

Fund Owners' Style

 ATAX

-- -- 2 Lg
-- 1 1 Md
1 1 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value -- -- -- -- --
Large Blend -- -- -- -- --
Large Growth 2 17,908 672 -- --
Mid Value -- -- -- -- --
Mid Blend 1 624,483 -- 15,372 --
Mid Growth 1 5,700 -- -- --
Small Value 1 175,423 -- 520,000 --
Small Blend 1 25,233 -- 19,404 --
Small Growth 1 4,170 -- -- --
Total 7 852,917 672 554,776 -39.38
 

Equity Ownership

 ATAX

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
James Alpha Global Real Estate Invsmts A Premium 624,483 -15,372 1.04 0.97 02/28/2015
Orinda Income Opportunities A Premium 175,423 -20,000 0.29 0.42 03/31/2015
TFS Market Neutral Premium 25,233 -19,404 0.04 0.02 01/31/2015
Fidelity® Nasdaq Composite Index® Premium 11,408 0 0.02 0 02/28/2015
Fidelity® Nasdaq Composite Tr Stk ETF Premium 6,500 672 0.01 0.01 02/28/2015
James Alpha Mlt Strat Alt Inc A Premium 5,700 0 0.01 0.21 02/28/2015
AllianzGI Small-Cap Blend A Premium 4,170 0 0.01 0.34 02/28/2015
Total: Top 7 funds Premium 852,917 -54,104 1.42
Customize Peer Comparison by entering your own tickers below

Peer Comparison

 ATAX

Equity Ownership ATAX  
Go
 
Go
 
Go
Market Cap (Mil USD) 329 --- --- ---
# of Institution Owners 52 --- --- ---
# of Fund Owners 7 --- --- ---
% Owned by Institutions 10.98 --- --- ---
% Owned by Funds 1.42 --- --- ---
% Owned by Insiders 0.25 --- --- ---