BAM
AIF

Belpointe Asset Management’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Belpointe Asset Management’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
2020
Q1 		– Sell
-8,710
Closed -$132K – 817
2019
Q4 		$132K Hold
8,710
– – 0.02% 676
2019
Q3 		$132K Buy
+8,710
New +$130K 0.02% 595

Other funds holding AIF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Belpointe Asset Management's AIF Position: Q1 2020 in Review

Belpointe Asset Management sold out of Apollo Tactical Income Fund Inc. (AIF) in Q1 2020, closing a stake of 8,710 shares — an estimated $132K sold.

Belpointe Asset Management first reported a position in AIF in Q3 2019 and held it in 2 quarters. The position peaked at $132K in Q4 2019. 48 funds tracked by Wall St. Rank hold AIF as of Q1 2020.

  • Belpointe Asset Management reported no remaining Apollo Tactical Income Fund Inc. position as of Q1 2020 after selling out during the quarter.
  • Belpointe Asset Management sold 8,710 Apollo Tactical Income Fund Inc. shares in Q1 2020, an estimated $132K.
  • Belpointe Asset Management first reported a position in Apollo Tactical Income Fund Inc. in Q3 2019 and held it in 2 quarters.
  • Belpointe Asset Management's Apollo Tactical Income Fund Inc. position peaked at $132K in Q4 2019.
  • 48 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q1 2020.

Based on Belpointe Asset Management's 13F filing for Q1 2020, filed 20 Jul 2020.