Equity and Debt

 ATAX

 
Type Mil USD
Equity --
Debt 522.5
 

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 54 0.00 Premium 5 -28.57
New Owners Premium 8 300.00 Premium 0 --
Sold Out Premium 9 200.00 Premium 2 --
# of Owners Buying Premium 12 -29.41 Premium 1 0.00
# of Owners Selling Premium 18 0.00 Premium 2 -33.33
Total Shares Owned (Mil) Premium 6 4.38 Premium 1 -36.63
Total Shares Bought (Mil) Premium 1 186.74 Premium 0 0.00
Total Shares Sold (Mil) Premium 0 -46.66 Premium 0 136.62
Net Share Change (Mil) Premium 0 -165.65 Premium 0 137.27

Fund Owners' Style

 ATAX

-- -- 2 Lg
0 1 1 Md
0 1 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value -- -- -- -- --
Large Blend -- -- -- -- --
Large Growth 2 23,997 224 -- --
Mid Value 0 0 -- 96 --
Mid Blend 1 457,296 -- 47,101 --
Mid Growth 1 2,919 -- 238 --
Small Value 0 0 -- 63,878 --
Small Blend 1 41,710 -- -- --
Small Growth -- -- -- -- --
Total 5 525,922 224 111,313 -17.44
 

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 457,296 -47,101 0.76 0.64 11/30/2015
AllianzGI Small-Cap Blend A Premium 41,710 0 0.07 0.27 11/30/2015
Fidelity® Nasdaq Composite Index® Premium 16,601 0 0.03 0 12/31/2015
Fidelity® Nasdaq Composite Tr Stk ETF Premium 4,618 -2,778 0.01 0 12/31/2015
James Alpha Mlt Strat Alt Inc A Premium 2,919 -238 0.00 0.11 11/30/2015
Total: Top 5 funds Premium 523,144 -50,117 0.87
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Peer Comparison

 ATAX

Equity Ownership ATAX  
Go
 
Go
 
Go
Market Cap (Mil USD) 301 --- --- ---
# of Institution Owners 54 --- --- ---
# of Fund Owners 5 --- --- ---
% Owned by Institutions 10.79 --- --- ---
% Owned by Funds 0.87 --- --- ---
% Owned by Insiders 0.37 --- --- ---