Equity and Debt

 ATAX

 
Type Mil USD
Equity --
Debt 455.8
 

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 55 7.84 Premium 7 0.00
New Owners Premium 9 -30.77 Premium 0 --
Sold Out Premium 6 -50.00 Premium 1 0.00
# of Owners Buying Premium 18 28.57 Premium 2 -33.33
# of Owners Selling Premium 13 0.00 Premium 2 0.00
Total Shares Owned (Mil) Premium 6 -1.69 Premium 1 -26.84
Total Shares Bought (Mil) Premium 1 -60.81 Premium 0 -68.96
Total Shares Sold (Mil) Premium 1 32.15 Premium 1 519.78
Net Share Change (Mil) Premium 0 -121.28 Premium 0 -578.91

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 23,199 5,291 -- --
Mid Value -- -- -- -- --
Mid Blend 1 624,483 -- -- --
Mid Growth 1 5,700 -- -- --
Small Value 1 175,423 -- 520,000 --
Small Blend 1 25,233 -- 19,404 --
Small Growth 1 57,080 52,910 -- --
Total 7 911,118 58,201 539,404 -34.56
 

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 0 1.04 0.91 03/31/2015
Orinda Income Opportunities A Premium 175,423 -20,000 0.29 0.42 03/31/2015
AllianzGI Small-Cap Blend A Premium 57,080 52,910 0.09 0.33 03/31/2015
TFS Market Neutral Premium 25,233 -19,404 0.04 0.02 01/31/2015
Fidelity® Nasdaq Composite Index® Premium 16,699 5,291 0.03 0.01 03/31/2015
Fidelity® Nasdaq Composite Tr Stk ETF Premium 6,500 0 0.01 0.01 03/31/2015
James Alpha Mlt Strat Alt Inc A Premium 5,700 0 0.01 0.21 03/31/2015
Total: Top 7 funds Premium 911,118 18,797 1.51
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Peer Comparison

 ATAX

Equity Ownership ATAX  
Go
 
Go
 
Go
Market Cap (Mil USD) 341 --- --- ---
# of Institution Owners 55 --- --- ---
# of Fund Owners 7 --- --- ---
% Owned by Institutions 10.62 --- --- ---
% Owned by Funds 1.51 --- --- ---
% Owned by Insiders 0.25 --- --- ---