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 54 5.88 Premium 7 0.00
New Owners Premium 8 -38.46 Premium 0 --
Sold Out Premium 7 -46.15 Premium 1 0.00
# of Owners Buying Premium 17 21.43 Premium 1 -66.67
# of Owners Selling Premium 15 15.38 Premium 4 100.00
Total Shares Owned (Mil) Premium 6 -3.72 Premium 1 -30.16
Total Shares Bought (Mil) Premium 1 -58.08 Premium 0 -99.88
Total Shares Sold (Mil) Premium 1 29.98 Premium 1 519.69
Net Share Change (Mil) Premium 0 -115.99 Premium -1 -636.54

Fund Owners' Style

 ATAX

-- -- 2 Lg
-- 1 1 Md
1 2 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value -- -- -- -- --
Large Blend -- -- -- -- --
Large Growth 2 23,423 224 -- --
Mid Value -- -- -- -- --
Mid Blend 1 606,300 -- 18,183 --
Mid Growth 1 4,932 -- 768 --
Small Value 1 175,423 -- 500,000 --
Small Blend 2 59,676 -- 20,377 --
Small Growth -- -- -- -- --
Total 7 869,754 224 539,328 -38.27
 

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 606,300 -18,183 1.01 0.86 05/31/2015
Orinda Income Opportunities A Premium 175,423 0 0.29 0.41 06/30/2015
AllianzGI Small-Cap Blend A Premium 41,710 -13,110 0.07 0.26 05/31/2015
TFS Market Neutral Premium 17,966 -7,267 0.03 0.02 04/30/2015
Fidelity® Nasdaq Composite Index® Premium 16,699 0 0.03 0 06/30/2015
Fidelity® Nasdaq Composite Tr Stk ETF Premium 6,724 224 0.01 0.01 06/30/2015
James Alpha Mlt Strat Alt Inc A Premium 4,932 -768 0.01 0.18 05/31/2015
Total: Top 7 funds Premium 869,754 -39,104 1.45
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Peer Comparison

 ATAX

Equity Ownership ATAX  
Go
 
Go
 
Go
Market Cap (Mil USD) 341 --- --- ---
# of Institution Owners 54 --- --- ---
# of Fund Owners 7 --- --- ---
% Owned by Institutions 10.40 --- --- ---
% Owned by Funds 1.44 --- --- ---
% Owned by Insiders 0.28 --- --- ---