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 50 -7.41 Premium 8 -11.11
New Owners Premium 6 -64.71 Premium 0 -100.00
Sold Out Premium 11 175.00 Premium 0 -100.00
# of Owners Buying Premium 13 -27.78 Premium 2 0.00
# of Owners Selling Premium 14 180.00 Premium 2 100.00
Total Shares Owned (Mil) Premium 6 -2.16 Premium 1 3.83
Total Shares Bought (Mil) Premium 1 -65.73 Premium 0 -60.08
Total Shares Sold (Mil) Premium 1 -8.63 Premium 0 -92.56
Net Share Change (Mil) Premium 0 -109.26 Premium 0 -34.97

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 11,141 -- 224 --
Mid Value -- -- -- -- --
Mid Blend 1 399,357 -- 7,308 --
Mid Growth -- -- -- -- --
Small Value 3 727,631 3,000 -- --
Small Blend 2 97,425 89,653 -- --
Small Growth -- -- -- -- --
Total 8 1,235,554 92,653 7,532 7.4
 

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 399,357 -7,308 0.66 0.77 06/30/2014
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 0.5 04/30/2014
Total: Top 5 funds Premium 1,220,153 85,345 2.01
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Peer Comparison

 ATAX

Equity Ownership ATAX  
Go
 
Go
 
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Market Cap (Mil USD) 362 --- --- ---
# of Institution Owners 50 --- --- ---
# of Fund Owners 8 --- --- ---
% Owned by Institutions 9.15 --- --- ---
% Owned by Funds 2.05 --- --- ---
% Owned by Insiders 0.23 --- --- ---