Carmel Capital Partners’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Carmel Capital Partners’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
2023 Q4	–	Sell	-300	Closed	-$4.01K	–	751
2023 Q3	$4.01K	Sell	300 -300	-50%	-$3.91K	﹤0.01%	567
2023 Q2	$7.61K	Hold	600	–	–	﹤0.01%	297
2023 Q1	$7.27K	Buy	+600	New	+$7.52K	﹤0.01%	344

Other funds holding AIF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Carmel Capital Partners's AIF Position: Q4 2023 in Review

Carmel Capital Partners sold out of Apollo Tactical Income Fund Inc. (AIF) in Q4 2023, closing a stake of 300 shares — an estimated $4.01K sold.

Carmel Capital Partners first reported a position in AIF in Q1 2023 and held it in 3 quarters. The position peaked at $7.61K in Q2 2023. 49 funds tracked by Wall St. Rank hold AIF as of Q4 2023.

Carmel Capital Partners reported no remaining Apollo Tactical Income Fund Inc. position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 300 Apollo Tactical Income Fund Inc. shares in Q4 2023, an estimated $4.01K.
Carmel Capital Partners first reported a position in Apollo Tactical Income Fund Inc. in Q1 2023 and held it in 3 quarters.
Carmel Capital Partners's Apollo Tactical Income Fund Inc. position peaked at $7.61K in Q2 2023.
49 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.