CA
AIF

Calton & Associates’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Calton & Associates’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
Q1 		– Sell
-57
Closed – – 1333
2017
Q4 		$0 Buy
+57
New +$908 ﹤0.01% 1525

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
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Calton & Associates's AIF Position: Q1 2018 in Review

Calton & Associates sold out of Apollo Tactical Income Fund Inc. (AIF) in Q1 2018, closing a stake of 57 shares.

Calton & Associates first reported a position in AIF in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 32 funds tracked by Wall St. Rank hold AIF as of Q1 2018.

  • Calton & Associates reported no remaining Apollo Tactical Income Fund Inc. position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 57 Apollo Tactical Income Fund Inc. shares in Q1 2018.
  • Calton & Associates first reported a position in Apollo Tactical Income Fund Inc. in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Apollo Tactical Income Fund Inc. position peaked at $0 in Q4 2017.
  • 32 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.