Equity and Debt

 ATAX

 
Type Mil USD
Equity --
Debt 345.4
 

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 55 7.84 Premium 8 0.00
New Owners Premium 15 275.00 Premium 1 --
Sold Out Premium 12 300.00 Premium 0 --
# of Owners Buying Premium 15 -6.25 Premium 3 200.00
# of Owners Selling Premium 12 -20.00 Premium 1 0.00
Total Shares Owned (Mil) Premium 7 25.46 Premium 1 23.04
Total Shares Bought (Mil) Premium 2 303.99 Premium 0 89988.00
Total Shares Sold (Mil) Premium 1 70.54 Premium 0 201.36
Net Share Change (Mil) Premium 1 1976.22 Premium 0 -1308.80

Fund Owners' Style

 ATAX

-- -- 2 Lg
-- 1 1 Md
2 2 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value -- -- -- -- --
Large Blend -- -- -- -- --
Large Growth 2 17,908 672 -- --
Mid Value -- -- -- -- --
Mid Blend 1 639,855 156,012 -- --
Mid Growth 1 5,700 5,700 -- --
Small Value 2 695,423 17,792 -- --
Small Blend 2 48,807 -- 36,437 --
Small Growth -- -- -- -- --
Total 8 1,407,693 180,176 36,437 11.37
 

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 639,855 156,012 1.06 1.07 01/31/2015
API Efficient Frontier Income A Premium 500,000 0 0.83 0.33 12/31/2014
Orinda Income Opportunities A Premium 195,423 17,792 0.32 0.49 12/31/2014
TFS Market Neutral Premium 44,637 -36,437 0.07 0.04 10/31/2014
Fidelity® Nasdaq Composite Index® Premium 11,408 0 0.02 0 02/28/2015
Fidelity® Nasdaq Composite Tr Stk ETF Premium 6,500 672 0.01 0.01 02/28/2015
James Alpha Mlt Strat Alt Inc A Premium 5,700 5,700 0.01 0.22 01/31/2015
AllianzGI Small-Cap Blend A Premium 4,170 0 0.01 0.36 01/31/2015
Total: Top 8 funds Premium 1,407,693 143,739 2.33
Customize Peer Comparison by entering your own tickers below

Peer Comparison

 ATAX

Equity Ownership ATAX  
Go
 
Go
 
Go
Market Cap (Mil USD) 337 --- --- ---
# of Institution Owners 55 --- --- ---
# of Fund Owners 8 --- --- ---
% Owned by Institutions 11.44 --- --- ---
% Owned by Funds 2.34 --- --- ---
% Owned by Insiders 0.25 --- --- ---