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 43 -2.27 Premium 5 0.00
New Owners Premium 3 -40.00 Premium 0 --
Sold Out Premium 10 0.00 Premium 0 -100.00
# of Owners Buying Premium 14 0.00 Premium 1 --
# of Owners Selling Premium 8 14.29 Premium 3 50.00
Total Shares Owned (Mil) Premium 5 -0.41 Premium 0 -6.62
Total Shares Bought (Mil) Premium 0 -1.58 Premium 0 --
Total Shares Sold (Mil) Premium 1 -62.19 Premium 0 -57.13
Net Share Change (Mil) Premium 0 -73.96 Premium 0 -66.01

Fund Owners' Style

 ATAX

-- -- 2 Lg
-- 2 -- 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 6,168 135 28.43
Mid Value -- -- -- -- --
Mid Blend 2 427,771 -- 29,644 --
Mid Growth -- -- -- -- --
Small Value -- -- -- -- --
Small Blend -- -- -- -- --
Small Growth 1 30,890 -- -- --
Total 5 485,913 6,168 29,779 -4.63
 

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 424,952 -29,544 0.71 0.58 03/31/2016
AllianzGI Small-Cap Blend A Premium 30,890 0 0.05 0.21 03/31/2016
Fidelity® Nasdaq Composite Index® Premium 22,769 6,168 0.04 0.01 03/31/2016
Fidelity® Nasdaq Composite Tr Stk ETF Premium 4,483 -135 0.01 0 03/31/2016
James Alpha Mlt Strat Alt Inc A Premium 2,819 -100 0.00 0.1 03/31/2016
Total: Top 5 funds Premium 485,913 -23,611 0.81
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Peer Comparison

 ATAX

Equity Ownership ATAX  
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Market Cap (Mil USD) 321 --- --- ---
# of Institution Owners 43 --- --- ---
# of Fund Owners 5 --- --- ---
% Owned by Institutions 7.62 --- --- ---
% Owned by Funds 0.81 --- --- ---
% Owned by Insiders 0.34 --- --- ---