BFEC
AIF

Benjamin F. Edwards & Company’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Benjamin F. Edwards & Company’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
-1,357
Closed -$20K – 1913
2019
Q4 		$20K Sell
1,357
-570
-30% -$8.44K ﹤0.01% 1243
2019
Q3 		$29K Hold
1,927
– – ﹤0.01% 1087
2019
Q2 		$28K Hold
1,927
– – ﹤0.01% 1091
2019
Q1 		$28K Hold
1,927
– – ﹤0.01% 1037
2018
Q4 		$27K Buy
+1,927
New +$28.5K ﹤0.01% 1014

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

Benjamin F. Edwards & Company's AIF Position: Q1 2020 in Review

Benjamin F. Edwards & Company sold out of Apollo Tactical Income Fund Inc. (AIF) in Q1 2020, closing a stake of 1,357 shares — an estimated $20K sold.

Benjamin F. Edwards & Company first reported a position in AIF in Q4 2018 and held it in 5 quarters. The position peaked at $29K in Q3 2019. 48 funds tracked by Wall St. Rank hold AIF as of Q1 2020.

  • Benjamin F. Edwards & Company reported no remaining Apollo Tactical Income Fund Inc. position as of Q1 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 1,357 Apollo Tactical Income Fund Inc. shares in Q1 2020, an estimated $20K.
  • Benjamin F. Edwards & Company first reported a position in Apollo Tactical Income Fund Inc. in Q4 2018 and held it in 5 quarters.
  • Benjamin F. Edwards & Company's Apollo Tactical Income Fund Inc. position peaked at $29K in Q3 2019.
  • 48 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q1 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2020, filed 7 May 2020.