Equity and Debt

 ATAX

 
Type Mil USD
Equity --
Debt 244.5
 

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 52 -3.70 Premium 8 -11.11
New Owners Premium 8 -52.94 Premium 0 -100.00
Sold Out Premium 10 150.00 Premium 0 -100.00
# of Owners Buying Premium 13 -27.78 Premium 3 50.00
# of Owners Selling Premium 14 180.00 Premium 1 0.00
Total Shares Owned (Mil) Premium 5 -2.54 Premium 1 1.73
Total Shares Bought (Mil) Premium 1 -65.38 Premium 0 -57.94
Total Shares Sold (Mil) Premium 1 -6.60 Premium 0 -70.41
Net Share Change (Mil) Premium 0 -110.19 Premium 0 -48.30

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 16,116 4,975 -- --
Mid Value -- -- -- -- --
Mid Blend 1 369,405 -- 29,952 --
Mid Growth -- -- -- -- --
Small Value 3 727,631 3,000 -- --
Small Blend 2 97,425 89,653 -- --
Small Growth -- -- -- -- --
Total 8 1,210,577 97,628 29,952 5.92
 

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 369,405 -29,952 0.61 0.66 07/31/2014
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 0.48 07/31/2014
Fidelity® Nasdaq Composite Index® Premium 11,408 4,975 0.02 0.01 07/31/2014
Fidelity® Nasdaq Composite Tr Stk ETF Premium 4,708 0 0.01 0.01 07/31/2014
AllianzGI Small-Cap Blend A Premium 4,260 0 0.01 0.39 08/31/2014
Total: Top 8 funds Premium 1,210,577 67,676 2
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Peer Comparison

 ATAX

Equity Ownership ATAX  
Go
 
Go
 
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Market Cap (Mil USD) 362 --- --- ---
# of Institution Owners 52 --- --- ---
# of Fund Owners 8 --- --- ---
% Owned by Institutions 9.12 --- --- ---
% Owned by Funds 2.01 --- --- ---
% Owned by Insiders 0.23 --- --- ---