Equity and Debt

 ATAX

 
Type Mil USD
Equity --
Debt 475.4
 

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 44 -16.98 Premium 5 -16.67
New Owners Premium 5 -37.50 Premium 0 --
Sold Out Premium 10 11.11 Premium 0 -100.00
# of Owners Buying Premium 14 16.67 Premium 0 --
# of Owners Selling Premium 7 -61.11 Premium 2 -50.00
Total Shares Owned (Mil) Premium 5 -26.94 Premium 1 -23.53
Total Shares Bought (Mil) Premium 0 -66.14 Premium 0 --
Total Shares Sold (Mil) Premium 2 304.11 Premium 0 -92.48
Net Share Change (Mil) Premium -1 -463.78 Premium 0 -92.48

Fund Owners' Style

 ATAX

-- -- 2 Lg
-- 2 -- 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 21,219 -- 135 --
Mid Value -- -- -- -- --
Mid Blend 2 457,415 -- -- --
Mid Growth -- -- -- -- --
Small Value -- -- -- -- --
Small Blend -- -- -- -- --
Small Growth 1 30,890 -- 10,820 --
Total 5 509,524 0 10,955 --
 

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 454,496 0 0.75 0.62 02/29/2016
AllianzGI Small-Cap Blend A Premium 30,890 -10,820 0.05 0.21 02/29/2016
Fidelity® Nasdaq Composite Index® Premium 16,601 0 0.03 0 02/29/2016
Fidelity® Nasdaq Composite Tr Stk ETF Premium 4,618 -135 0.01 0 02/29/2016
James Alpha Mlt Strat Alt Inc A Premium 2,919 0 0.00 0.12 02/29/2016
Total: Top 5 funds Premium 509,524 -10,955 0.84
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Peer Comparison

 ATAX

Equity Ownership ATAX  
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Market Cap (Mil USD) 334 --- --- ---
# of Institution Owners 44 --- --- ---
# of Fund Owners 5 --- --- ---
% Owned by Institutions 7.64 --- --- ---
% Owned by Funds 0.85 --- --- ---
% Owned by Insiders 0.37 --- --- ---