Equity and Debt

 ATAX

 
Type Mil USD
Equity -20.5
Debt 257.3
 

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 47 11.90 Premium 9 125.00
New Owners Premium 13 160.00 Premium 3 --
Sold Out Premium 7 250.00 Premium 1 --
# of Owners Buying Premium 16 100.00 Premium 4 --
# of Owners Selling Premium 7 -36.36 Premium 0 --
Total Shares Owned (Mil) Premium 5 36.23 Premium 1 5149.82
Total Shares Bought (Mil) Premium 1 212.44 Premium 0 --
Total Shares Sold (Mil) Premium 0 -7.71 Premium 0 --
Net Share Change (Mil) Premium 1 15338.40 Premium 0 --

Fund Owners' Style

 ATAX

-- -- 2 Lg
0 2 -- 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 8,293 168 -- --
Mid Value 0 0 -- 70,000 --
Mid Blend 2 480,130 22,409 -- --
Mid Growth -- -- -- -- --
Small Value 3 724,631 224,631 -- --
Small Blend 2 5,062 4,412 -- --
Small Growth -- -- -- -- --
Total 9 1,218,116 251,620 70,000 17.52
 

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 0.85 0.42 03/31/2014
James Alpha Global Real Estate Invsmts A Premium 442,518 14,797 0.75 1.1 02/28/2014
Orinda Income Opportunities A Premium 174,631 174,631 0.30 0.96 03/31/2014
Alpine Financial Services Institutional Premium 50,000 50,000 0.08 0.68 01/31/2014
Forward Real Estate Long/Short A Premium 37,612 7,612 0.06 0.31 02/28/2014
Fidelity® Nasdaq Composite Index® Premium 6,433 0 0.01 0 02/28/2014
TFS Market Neutral Premium 3,512 3,512 0.01 0 01/31/2014
Fidelity® Nasdaq Composite Index® Tr Stk Premium 1,860 168 0.00 0 02/28/2014
AllianzGI Small-Cap Blend A Premium 1,550 900 0.00 0.15 03/31/2014
Total: Top 9 funds Premium 1,218,116 251,620 2.06
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Peer Comparison

 ATAX

Equity Ownership ATAX  
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Market Cap (Mil USD) 347 --- --- ---
# of Institution Owners 47 --- --- ---
# of Fund Owners 9 --- --- ---
% Owned by Institutions 7.96 --- --- ---
% Owned by Funds 2.06 --- --- ---
% Owned by Insiders 0.18 --- --- ---