Equity and Debt

 ATAX

 
Type Mil USD
Equity --
Debt 244.5
 

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 53 -1.85 Premium 8 -11.11
New Owners Premium 8 -52.94 Premium 0 -100.00
Sold Out Premium 8 100.00 Premium 0 -100.00
# of Owners Buying Premium 14 -22.22 Premium 0 -100.00
# of Owners Selling Premium 15 200.00 Premium 2 100.00
Total Shares Owned (Mil) Premium 6 0.29 Premium 1 -3.87
Total Shares Bought (Mil) Premium 1 -59.82 Premium 0 -100.00
Total Shares Sold (Mil) Premium 1 -3.18 Premium 0 -33.66
Net Share Change (Mil) Premium 0 -103.00 Premium 0 -151.30

Fund Owners' Style

 ATAX

-- -- 2 Lg
1 -- -- Md
3 2 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value -- -- -- -- --
Large Blend -- -- -- -- --
Large Growth 2 16,564 -- -- --
Mid Value 1 314,349 -- 55,056 --
Mid Blend -- -- -- -- --
Mid Growth -- -- -- -- --
Small Value 3 727,631 -- -- --
Small Blend 2 85,334 -- 12,091 --
Small Growth -- -- -- -- --
Total 8 1,143,878 0 67,147 --
 

Equity Ownership

 ATAX

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
API Efficient Frontier Income A Premium 500,000 0 0.83 0.36 09/30/2014
James Alpha Global Real Estate Invsmts A Premium 314,349 -55,056 0.52 0.54 08/31/2014
Orinda Income Opportunities A Premium 177,631 0 0.29 0.58 09/30/2014
TFS Market Neutral Premium 81,074 -12,091 0.13 0.06 07/31/2014
Alpine Financial Services Institutional Premium 50,000 0 0.08 0.48 07/31/2014
Fidelity® Nasdaq Composite Index® Premium 11,408 0 0.02 0.01 09/30/2014
Fidelity® Nasdaq Composite Tr Stk ETF Premium 5,156 0 0.01 0.01 09/30/2014
AllianzGI Small-Cap Blend A Premium 4,260 0 0.01 0.39 08/31/2014
Total: Top 8 funds Premium 1,143,878 -67,147 1.89
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Peer Comparison

 ATAX

Equity Ownership ATAX  
Go
 
Go
 
Go
Market Cap (Mil USD) 348 --- --- ---
# of Institution Owners 53 --- --- ---
# of Fund Owners 8 --- --- ---
% Owned by Institutions 9.38 --- --- ---
% Owned by Funds 1.90 --- --- ---
% Owned by Insiders 0.23 --- --- ---