Equity and Debt

 ATAX

 
Type Mil USD
Equity --
Debt 347.0
 

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 52 1.96 Premium 8 0.00
New Owners Premium 5 -28.57 Premium 0 --
Sold Out Premium 4 -60.00 Premium 0 -100.00
# of Owners Buying Premium 16 14.29 Premium 1 -66.67
# of Owners Selling Premium 15 7.14 Premium 1 -50.00
Total Shares Owned (Mil) Premium 6 -0.31 Premium 1 -7.40
Total Shares Bought (Mil) Premium 1 -35.04 Premium 0 -99.78
Total Shares Sold (Mil) Premium 0 -50.74 Premium 0 -65.60
Net Share Change (Mil) Premium 0 -158.46 Premium 0 -120.57

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 16,564 -- -- --
Mid Value -- -- -- -- --
Mid Blend 1 314,349 -- -- --
Mid Growth -- -- -- -- --
Small Value 3 727,631 -- -- --
Small Blend 2 85,534 200 12,091 -12.21
Small Growth -- -- -- -- --
Total 8 1,144,078 200 12,091 -1.03
 

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 0.36 09/30/2014
James Alpha Global Real Estate Invsmts A Premium 314,349 0 0.52 0.55 09/30/2014
Orinda Income Opportunities A Premium 177,631 0 0.29 0.58 09/30/2014
TFS Market Neutral Premium 81,074 -12,091 0.13 0.06 07/31/2014
Alpine Financial Services Institutional Premium 50,000 0 0.08 0.48 07/31/2014
Fidelity® Nasdaq Composite Index® Premium 11,408 0 0.02 0.01 09/30/2014
Fidelity® Nasdaq Composite Tr Stk ETF Premium 5,156 0 0.01 0.01 09/30/2014
AllianzGI Small-Cap Blend A Premium 4,460 200 0.01 0.43 09/30/2014
Total: Top 8 funds Premium 1,144,078 -11,891 1.89
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Peer Comparison

 ATAX

Equity Ownership ATAX  
Go
 
Go
 
Go
Market Cap (Mil USD) 338 --- --- ---
# of Institution Owners 52 --- --- ---
# of Fund Owners 8 --- --- ---
% Owned by Institutions 9.13 --- --- ---
% Owned by Funds 1.90 --- --- ---
% Owned by Insiders 0.24 --- --- ---