Equity and Debt

 ATAX

 
Type Mil USD
Equity --
Debt 555.2
 

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 43 -15.69 Premium 3 0.00
New Owners Premium 6 -40.00 Premium 0 --
Sold Out Premium 7 16.67 Premium 0 -100.00
# of Owners Buying Premium 17 -22.73 Premium 1 --
# of Owners Selling Premium 11 57.14 Premium 1 --
Total Shares Owned (Mil) Premium 5 -1.75 Premium 0 -21.53
Total Shares Bought (Mil) Premium 0 -68.88 Premium 0 --
Total Shares Sold (Mil) Premium 0 -62.85 Premium 0 -82.39
Net Share Change (Mil) Premium 0 -103.17 Premium 0 -84.05

Fund Owners' Style

 ATAX

-- -- 2 Lg
-- -- -- 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 32,544 540 -- --
Mid Value -- -- -- -- --
Mid Blend -- -- -- -- --
Mid Growth -- -- -- -- --
Small Value -- -- -- -- --
Small Blend -- -- -- -- --
Small Growth 1 19,380 -- 5,730 --
Total 3 51,924 540 5,730 -9.09
 

Equity Ownership

 ATAX

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Fidelity® Nasdaq Composite Index® Premium 26,711 0 0.04 0 02/28/2017
AllianzGI Small-Cap Blend A Premium 19,380 -5,730 0.03 0.14 02/28/2017
Fidelity® Nasdaq Composite Tr Stk ETF Premium 5,833 540 0.01 0 02/28/2017
Total: Top 3 funds Premium 51,924 -5,190 0.08
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Peer Comparison

 ATAX

Equity Ownership ATAX  
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Market Cap (Mil USD) 349 --- --- ---
# of Institution Owners 43 --- --- ---
# of Fund Owners 3 --- --- ---
% Owned by Institutions 8.09 --- --- ---
% Owned by Funds 0.09 --- --- ---
% Owned by Insiders 0.94 --- --- ---