Equity and Debt

 ATAX

 
Type Mil USD
Equity --
Debt 506.1
 

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 51 2.00 Premium 5 0.00
New Owners Premium 7 16.67 Premium 0 --
Sold Out Premium 6 20.00 Premium 0 --
# of Owners Buying Premium 14 7.69 Premium 1 0.00
# of Owners Selling Premium 12 -7.69 Premium 2 -33.33
Total Shares Owned (Mil) Premium 5 -5.35 Premium 0 -40.42
Total Shares Bought (Mil) Premium 1 -40.07 Premium 0 -97.81
Total Shares Sold (Mil) Premium 1 32.46 Premium 0 205.88
Net Share Change (Mil) Premium 0 -145.31 Premium 0 285.21

Fund Owners' Style

 ATAX

-- -- 2 Lg
-- 1 1 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 27,387 135 -- --
Mid Value -- -- -- -- --
Mid Blend 1 229,900 -- 90,500 --
Mid Growth 1 1,320 -- 588 --
Small Value -- -- -- -- --
Small Blend 1 30,890 -- -- --
Small Growth -- -- -- -- --
Total 5 289,497 135 91,088 -23.91
 

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 229,900 -90,500 0.38 0.29 07/31/2016
AllianzGI Small-Cap Blend A Premium 30,890 0 0.05 0.22 07/31/2016
Fidelity® Nasdaq Composite Index® Premium 22,769 0 0.04 0.01 07/31/2016
Fidelity® Nasdaq Composite Tr Stk ETF Premium 4,618 135 0.01 0 07/31/2016
James Alpha Mlt Strat Alt Inc A Premium 1,320 -588 0.00 0.05 07/31/2016
Total: Top 5 funds Premium 289,497 -90,953 0.48
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Peer Comparison

 ATAX

Equity Ownership ATAX  
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Market Cap (Mil USD) 361 --- --- ---
# of Institution Owners 51 --- --- ---
# of Fund Owners 5 --- --- ---
% Owned by Institutions 8.34 --- --- ---
% Owned by Funds 0.48 --- --- ---
% Owned by Insiders 0.72 --- --- ---