Equity and Debt

 ATAX

 
Type Mil USD
Equity --
Debt 257.5
 

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 28.57 Premium 8 60.00
New Owners Premium 15 66.67 Premium 0 --
Sold Out Premium 4 -50.00 Premium 0 -100.00
# of Owners Buying Premium 20 33.33 Premium 3 200.00
# of Owners Selling Premium 5 -37.50 Premium 1 0.00
Total Shares Owned (Mil) Premium 6 35.87 Premium 1 34.06
Total Shares Bought (Mil) Premium 2 182.11 Premium 0 110546.43
Total Shares Sold (Mil) Premium 1 174.07 Premium 0 -76.60
Net Share Change (Mil) Premium 1 188.09 Premium 0 -547.81

Fund Owners' Style

 ATAX

-- -- 2 Lg
1 -- -- 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 11,365 -- -- --
Mid Value 1 406,665 -- 4,635 --
Mid Blend -- -- -- -- --
Mid Growth -- -- -- -- --
Small Value 3 727,631 3,000 -- --
Small Blend 2 97,425 89,943 -- --
Small Growth -- -- -- -- --
Total 8 1,243,086 92,943 4,635 7.65
 

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 0.83 0.37 06/30/2014
James Alpha Global Real Estate Invsmts A Premium 406,665 -4,635 0.67 0.81 05/31/2014
Orinda Income Opportunities A Premium 177,631 3,000 0.29 0.71 06/30/2014
TFS Market Neutral Premium 93,165 89,653 0.15 0.06 04/30/2014
Alpine Financial Services Institutional Premium 50,000 0 0.08 0.5 04/30/2014
Total: Top 5 funds Premium 1,227,461 88,018 2.02
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Peer Comparison

 ATAX

Equity Ownership ATAX  
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Market Cap (Mil USD) 360 --- --- ---
# of Institution Owners 54 --- --- ---
# of Fund Owners 8 --- --- ---
% Owned by Institutions 9.56 --- --- ---
% Owned by Funds 2.06 --- --- ---
% Owned by Insiders 0.23 --- --- ---