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

Clough 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	-15,700	Closed	-$210K	–	228
2023 Q3	$210K	Buy	+15,700	New	+$205K	0.02%	182
2021 Q4	–	Sell	-47,325	Closed	-$749K	–	141
2021 Q3	$749K	Buy	+47,325	New	+$739K	0.05%	93
2018 Q4	–	Sell	-16,419	Closed	-$255K	–	184
2018 Q3	$255K	Sell	16,419 -7,831	-32%	-$122K	0.02%	128
2018 Q2	$378K	Buy	+24,250	New	+$382K	0.03%	117

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

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

Clough Capital Partners sold out of Apollo Tactical Income Fund Inc. (AIF) in Q4 2023, closing a stake of 15,700 shares — an estimated $210K sold.

Clough Capital Partners first reported a position in AIF in Q2 2018 and held it in 4 quarters. The position peaked at $749K in Q3 2021. 49 funds tracked by Wall St. Rank hold AIF as of Q4 2023.

Clough Capital Partners reported no remaining Apollo Tactical Income Fund Inc. position as of Q4 2023 after selling out during the quarter.
Clough Capital Partners sold 15,700 Apollo Tactical Income Fund Inc. shares in Q4 2023, an estimated $210K.
Clough Capital Partners first reported a position in Apollo Tactical Income Fund Inc. in Q2 2018 and held it in 4 quarters.
Clough Capital Partners's Apollo Tactical Income Fund Inc. position peaked at $749K in Q3 2021.
49 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q4 2023.

Based on Clough Capital Partners's 13F filing for Q4 2023, filed 14 Feb 2024.