BRF
AIF

B. Riley Financial’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

B. Riley Financial’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
2018
Q4 		– Sell
-26,082
Closed -$405K – 205
2018
Q3 		$405K Hold
26,082
– – 0.11% 134
2018
Q2 		$407K Buy
26,082
+2,249
+9% +$35.4K 0.11% 171
2018
Q1 		$374K Sell
23,833
-500
-2% -$7.83K 0.1% 189
2017
Q4 		$383K Hold
24,333
– – 0.1% 198
2017
Q3 		$394K Buy
24,333
+685
+3% +$11.1K 0.11% 192
2017
Q2 		$385K Hold
23,648
– – 0.1% 166
2017
Q1 		$389K Sell
23,648
-11,119
-32% -$178K 0.2% 111
2016
Q4 		$537K Buy
34,767
+118
+0.3% +$1.79K 0.36% 63
2016
Q3 		$536K Hold
34,649
– – 0.34% 56
2016
Q2 		$500K Hold
34,649
– – 0.29% 61
2016
Q1 		$472K Hold
34,649
– – 0.35% 58
2015
Q4 		$482K Buy
+34,649
New +$498K 0.35% 60

Other funds holding AIF

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

B. Riley Financial's AIF Position: Q4 2018 in Review

B. Riley Financial sold out of Apollo Tactical Income Fund Inc. (AIF) in Q4 2018, closing a stake of 26,082 shares — an estimated $405K sold.

B. Riley Financial first reported a position in AIF in Q4 2015 and held it in 12 quarters. The position peaked at $537K in Q4 2016. 42 funds tracked by Wall St. Rank hold AIF as of Q4 2018.

  • B. Riley Financial reported no remaining Apollo Tactical Income Fund Inc. position as of Q4 2018 after selling out during the quarter.
  • B. Riley Financial sold 26,082 Apollo Tactical Income Fund Inc. shares in Q4 2018, an estimated $405K.
  • B. Riley Financial first reported a position in Apollo Tactical Income Fund Inc. in Q4 2015 and held it in 12 quarters.
  • B. Riley Financial's Apollo Tactical Income Fund Inc. position peaked at $537K in Q4 2016.
  • 42 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q4 2018.

Based on B. Riley Financial's 13F filing for Q4 2018, filed 7 Feb 2019.