Equity and Debt

 ATAX

 
Type Mil USD
Equity --
Debt 527.3
 

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 49 11.36 Premium 5 0.00
New Owners Premium 6 20.00 Premium 0 --
Sold Out Premium 6 -40.00 Premium 0 -100.00
# of Owners Buying Premium 12 -14.29 Premium 0 --
# of Owners Selling Premium 13 85.71 Premium 2 0.00
Total Shares Owned (Mil) Premium 5 17.51 Premium 0 -10.51
Total Shares Bought (Mil) Premium 1 349.62 Premium 0 --
Total Shares Sold (Mil) Premium 1 -62.11 Premium 0 -70.82
Net Share Change (Mil) Premium 1 -142.07 Premium 0 -70.82

Fund Owners' Style

 ATAX

-- -- 2 Lg
-- 1 1 Md
-- -- 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value -- -- -- -- --
Large Blend -- -- -- -- --
Large Growth 2 27,252 -- -- --
Mid Value -- -- -- -- --
Mid Blend 1 404,800 -- 20,152 --
Mid Growth 1 2,705 -- 114 --
Small Value -- -- -- -- --
Small Blend -- -- -- -- --
Small Growth 1 30,890 -- -- --
Total 5 465,647 0 20,266 --
 

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 404,800 -20,152 0.67 0.57 04/30/2016
AllianzGI Small-Cap Blend A Premium 30,890 0 0.05 0.22 04/30/2016
Fidelity® Nasdaq Composite Index® Premium 22,769 0 0.04 0.01 04/30/2016
Fidelity® Nasdaq Composite Tr Stk ETF Premium 4,483 0 0.01 0 04/30/2016
James Alpha Mlt Strat Alt Inc A Premium 2,705 -114 0.00 0.1 04/30/2016
Total: Top 5 funds Premium 465,647 -20,266 0.77
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Peer Comparison

 ATAX

Equity Ownership ATAX  
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Go
 
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Market Cap (Mil USD) 332 --- --- ---
# of Institution Owners 49 --- --- ---
# of Fund Owners 5 --- --- ---
% Owned by Institutions 9.00 --- --- ---
% Owned by Funds 0.77 --- --- ---
% Owned by Insiders 0.34 --- --- ---