Equity and Debt

 ATAX

 
Type Mil USD
Equity --
Debt 506.1
 

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 50 0.00 Premium 5 0.00
New Owners Premium 6 0.00 Premium 0 --
Sold Out Premium 6 20.00 Premium 0 --
# of Owners Buying Premium 13 0.00 Premium 0 -100.00
# of Owners Selling Premium 13 0.00 Premium 2 -33.33
Total Shares Owned (Mil) Premium 5 -7.48 Premium 0 -21.70
Total Shares Bought (Mil) Premium 0 -57.03 Premium 0 -100.00
Total Shares Sold (Mil) Premium 1 42.67 Premium 0 16.60
Net Share Change (Mil) Premium 0 -160.00 Premium 0 47.06

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 -- -- --
Mid Value -- -- -- -- --
Mid Blend 2 322,308 -- 34,722 --
Mid Growth -- -- -- -- --
Small Value -- -- -- -- --
Small Blend 1 30,890 -- -- --
Small Growth -- -- -- -- --
Total 5 380,450 0 34,722 --
 

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 320,400 -34,400 0.53 0.42 06/30/2016
AllianzGI Small-Cap Blend A Premium 30,890 0 0.05 0.22 06/30/2016
Fidelity® Nasdaq Composite Index® Premium 22,769 0 0.04 0.01 06/30/2016
Fidelity® Nasdaq Composite Tr Stk ETF Premium 4,483 0 0.01 0 06/30/2016
James Alpha Mlt Strat Alt Inc A Premium 1,908 -322 0.00 0.07 06/30/2016
Total: Top 5 funds Premium 380,450 -34,722 0.63
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Peer Comparison

 ATAX

Equity Ownership ATAX  
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Go
 
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Market Cap (Mil USD) 345 --- --- ---
# of Institution Owners 50 --- --- ---
# of Fund Owners 5 --- --- ---
% Owned by Institutions 8.40 --- --- ---
% Owned by Funds 0.63 --- --- ---
% Owned by Insiders 0.39 --- --- ---