AG
AIF

Advisor Group’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Advisor Group’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
2019
Q4 		$135K Buy
8,931
+3,347
+60% +$49.6K ﹤0.01% 2712
2019
Q3 		$84K Buy
5,584
+3,169
+131% +$47.2K ﹤0.01% 3024
2019
Q2 		$36K Hold
2,415
– – ﹤0.01% 3588
2019
Q1 		$35K Buy
2,415
+1,300
+117% +$18.9K ﹤0.01% 3632
2018
Q4 		$15K Hold
1,115
– – ﹤0.01% 3996
2018
Q3 		$18K Hold
1,115
– – ﹤0.01% 3961
2018
Q2 		$18K Buy
1,115
+500
+81% +$7.87K ﹤0.01% 3780
2018
Q1 		$10K Sell
615
-700
-53% -$11K ﹤0.01% 4099
2017
Q4 		$21K Buy
1,315
+700
+114% +$11.2K ﹤0.01% 3697
2017
Q3 		$10K Hold
615
– – ﹤0.01% 3992
2017
Q2 		$10K Hold
615
– – ﹤0.01% 3942
2017
Q1 		$10K Hold
615
– – ﹤0.01% 3794
2016
Q4 		$10K Hold
615
– – ﹤0.01% 3639
2016
Q3 		$10K Buy
+615
New +$9.21K ﹤0.01% 3571

Other funds holding AIF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisor Group's AIF Position: Q4 2019 in Review

Advisor Group increased its Apollo Tactical Income Fund Inc. (AIF) stake by 60% in Q4 2019, buying an estimated $49.6K and bringing the position to 8,931 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #2712.

Advisor Group first reported a position in AIF in Q3 2016 and has held it in 14 quarters since. 46 funds tracked by Wall St. Rank hold AIF as of Q4 2019.

  • Advisor Group held 8,931 shares of Apollo Tactical Income Fund Inc. worth $135K as of Q4 2019.
  • Advisor Group bought 3,347 Apollo Tactical Income Fund Inc. shares in Q4 2019, an estimated $49.6K.
  • Apollo Tactical Income Fund Inc. made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2712 holding.
  • Advisor Group first reported a position in Apollo Tactical Income Fund Inc. in Q3 2016 and has held it in 14 quarters since.
  • 46 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.