6 Meridian’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

6 Meridian’s Portfolio AIF Stock Details AIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$329K	Sell	21,483 -1,368	-6%	-$21.4K	0.02%	212
2021 Q3	$362K	Sell	22,851 -4,203	-16%	-$65.6K	0.03%	212
2021 Q2	$423K	Sell	27,054 -4,728	-15%	-$72.1K	0.03%	188
2021 Q1	$473K	Buy	31,782 +5,998	+23%	+$87.8K	0.04%	166
2020 Q4	$373K	Sell	25,784 -365	-1%	-$4.89K	0.04%	174
2020 Q3	$332K	Sell	26,149 -1,062	-4%	-$13.4K	0.03%	176
2020 Q2	$338K	Buy	27,211 +9,825	+57%	+$117K	0.04%	192
2020 Q1	$197K	Sell	17,386 -5,966	-26%	-$85K	0.02%	427
2019 Q4	$353K	Buy	+23,352	New	+$346K	0.03%	395

Other funds holding AIF

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

6 Meridian's AIF Position: Q4 2021 in Review

6 Meridian reduced its Apollo Tactical Income Fund Inc. (AIF) stake by 6% in Q4 2021, selling an estimated $21.4K and leaving 21,483 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #212.

6 Meridian first reported a position in AIF in Q4 2019 and has held it in 9 quarters since. The position peaked at $473K in Q1 2021. 44 funds tracked by Wall St. Rank hold AIF as of Q4 2021.

6 Meridian held 21,483 shares of Apollo Tactical Income Fund Inc. worth $329K as of Q4 2021.
6 Meridian sold 1,368 Apollo Tactical Income Fund Inc. shares in Q4 2021, an estimated $21.4K.
Apollo Tactical Income Fund Inc. made up 0.02% of 6 Meridian's portfolio in Q4 2021, its #212 holding.
6 Meridian first reported a position in Apollo Tactical Income Fund Inc. in Q4 2019 and has held it in 9 quarters since.
6 Meridian's Apollo Tactical Income Fund Inc. position peaked at $473K in Q1 2021.
44 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.