Clear Creek Financial Management’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Clear Creek Financial 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
2021 Q3	–	Sell	-14,965	Closed	-$234K	–	377
2021 Q2	$234K	Buy	+14,965	New	+$228K	0.04%	266
2021 Q1	–	Sell	-14,451	Closed	-$209K	–	286
2020 Q4	$209K	Buy	+14,451	New	+$194K	0.04%	271
2020 Q3	–	Sell	-25,473	Closed	-$316K	–	277
2020 Q2	$316K	Buy	25,473 +485	+2%	+$5.76K	0.08%	171
2020 Q1	$283K	Sell	24,988 -474	-2%	-$6.75K	0.11%	122
2019 Q4	$396K	Sell	25,462 -646	-2%	-$9.57K	0.16%	78
2019 Q3	$390K	Sell	26,108 -3,067	-11%	-$45.6K	0.19%	71
2019 Q2	$430K	Buy	+29,175	New	+$431K	0.18%	73

Other funds holding AIF

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

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

Clear Creek Financial Management's AIF Position: Q3 2021 in Review

Clear Creek Financial Management sold out of Apollo Tactical Income Fund Inc. (AIF) in Q3 2021, closing a stake of 14,965 shares — an estimated $234K sold.

Clear Creek Financial Management first reported a position in AIF in Q2 2019 and held it in 7 quarters. The position peaked at $430K in Q2 2019. 40 funds tracked by Wall St. Rank hold AIF as of Q3 2021.

Clear Creek Financial Management reported no remaining Apollo Tactical Income Fund Inc. position as of Q3 2021 after selling out during the quarter.
Clear Creek Financial Management sold 14,965 Apollo Tactical Income Fund Inc. shares in Q3 2021, an estimated $234K.
Clear Creek Financial Management first reported a position in Apollo Tactical Income Fund Inc. in Q2 2019 and held it in 7 quarters.
Clear Creek Financial Management's Apollo Tactical Income Fund Inc. position peaked at $430K in Q2 2019.
40 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q3 2021.

Based on Clear Creek Financial Management's 13F filing for Q3 2021, filed 14 Oct 2021.