BCM
AIF

Bluefin Capital Management’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Bluefin Capital 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
2022
Q3 		– Sell
-13,980
Closed -$170K – 730
2022
Q2 		$170K Sell
13,980
-7,510
-35% -$99.4K 0.02% 309
2022
Q1 		$309K Sell
21,490
-16,088
-43% -$239K 0.03% 263
2021
Q4 		$576K Buy
+37,578
New +$589K 0.04% 313

Other funds holding AIF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bluefin Capital Management's AIF Position: Q3 2022 in Review

Bluefin Capital Management sold out of Apollo Tactical Income Fund Inc. (AIF) in Q3 2022, closing a stake of 13,980 shares — an estimated $170K sold.

Bluefin Capital Management first reported a position in AIF in Q4 2021 and held it in 3 quarters. The position peaked at $576K in Q4 2021. 49 funds tracked by Wall St. Rank hold AIF as of Q3 2022.

  • Bluefin Capital Management reported no remaining Apollo Tactical Income Fund Inc. position as of Q3 2022 after selling out during the quarter.
  • Bluefin Capital Management sold 13,980 Apollo Tactical Income Fund Inc. shares in Q3 2022, an estimated $170K.
  • Bluefin Capital Management first reported a position in Apollo Tactical Income Fund Inc. in Q4 2021 and held it in 3 quarters.
  • Bluefin Capital Management's Apollo Tactical Income Fund Inc. position peaked at $576K in Q4 2021.
  • 49 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q3 2022.

Based on Bluefin Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.