Equity and Debt

 ATAX

 
Type Mil USD
Equity --
Debt 527.3
 

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 51 15.91 Premium 5 0.00
New Owners Premium 7 40.00 Premium 0 --
Sold Out Premium 4 -60.00 Premium 0 -100.00
# of Owners Buying Premium 13 -7.14 Premium 0 --
# of Owners Selling Premium 13 85.71 Premium 2 0.00
Total Shares Owned (Mil) Premium 5 17.99 Premium 0 -20.21
Total Shares Bought (Mil) Premium 1 355.14 Premium 0 --
Total Shares Sold (Mil) Premium 1 -62.48 Premium 0 -27.33
Net Share Change (Mil) Premium 1 -143.59 Premium 0 -27.33

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 27,252 -- -- --
Mid Value -- -- -- -- --
Mid Blend 1 354,800 -- 50,000 --
Mid Growth 1 2,230 -- 475 --
Small Value -- -- -- -- --
Small Blend 1 30,890 -- -- --
Small Growth -- -- -- -- --
Total 5 415,172 0 50,475 --
 

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 354,800 -50,000 0.59 0.47 05/31/2016
AllianzGI Small-Cap Blend A Premium 30,890 0 0.05 0.22 05/31/2016
Fidelity® Nasdaq Composite Index® Premium 22,769 0 0.04 0.01 05/31/2016
Fidelity® Nasdaq Composite Tr Stk ETF Premium 4,483 0 0.01 0 05/31/2016
James Alpha Mlt Strat Alt Inc A Premium 2,230 -475 0.00 0.08 05/31/2016
Total: Top 5 funds Premium 415,172 -50,475 0.69
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Peer Comparison

 ATAX

Equity Ownership ATAX  
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Go
 
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Market Cap (Mil USD) 337 --- --- ---
# of Institution Owners 51 --- --- ---
# of Fund Owners 5 --- --- ---
% Owned by Institutions 9.04 --- --- ---
% Owned by Funds 0.69 --- --- ---
% Owned by Insiders 0.34 --- --- ---