Equity and Debt

 ATAX

 
Type Mil USD
Equity --
Debt 483.7
 

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 -1.82 Premium 7 0.00
New Owners Premium 3 -62.50 Premium 0 --
Sold Out Premium 6 20.00 Premium 1 0.00
# of Owners Buying Premium 16 -11.11 Premium 1 -50.00
# of Owners Selling Premium 18 38.46 Premium 3 50.00
Total Shares Owned (Mil) Premium 6 -8.75 Premium 1 -8.91
Total Shares Bought (Mil) Premium 0 -65.72 Premium 0 -99.62
Total Shares Sold (Mil) Premium 1 29.87 Premium 1 1.42
Net Share Change (Mil) Premium -1 547.65 Premium -1 13.64

Fund Owners' Style

 ATAX

-- -- 2 Lg
-- 1 1 Md
1 1 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value -- -- -- -- --
Large Blend -- -- -- -- --
Large Growth 2 23,423 224 -- --
Mid Value -- -- -- -- --
Mid Blend 1 567,500 -- 38,800 --
Mid Growth 1 3,956 -- 976 --
Small Value 1 175,423 -- 500,000 --
Small Blend 1 17,966 -- 7,267 --
Small Growth 1 41,710 -- -- --
Total 7 829,978 224 547,043 -39.72
 

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 567,500 -38,800 0.94 0.84 06/30/2015
Orinda Income Opportunities A Premium 175,423 0 0.29 0.41 06/30/2015
AllianzGI Small-Cap Blend A Premium 41,710 0 0.07 0.25 06/30/2015
TFS Market Neutral Premium 17,966 -7,267 0.03 0.02 04/30/2015
Fidelity® Nasdaq Composite Index® Premium 16,699 0 0.03 0 06/30/2015
Fidelity® Nasdaq Composite Tr Stk ETF Premium 6,724 224 0.01 0.01 06/30/2015
James Alpha Mlt Strat Alt Inc A Premium 3,956 -976 0.01 0.14 06/30/2015
Total: Top 7 funds Premium 829,978 -46,819 1.38
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Peer Comparison

 ATAX

Equity Ownership ATAX  
Go
 
Go
 
Go
Market Cap (Mil USD) 318 --- --- ---
# of Institution Owners 54 --- --- ---
# of Fund Owners 7 --- --- ---
% Owned by Institutions 9.87 --- --- ---
% Owned by Funds 1.38 --- --- ---
% Owned by Insiders 0.33 --- --- ---