Creative Planning’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-1,269	Closed	-$21K	–	3854
2017 Q2	$21K	Sell	1,269 -510	-29%	-$8.38K	﹤0.01%	3165
2017 Q1	$29K	Buy	1,779 +510	+40%	+$8.14K	﹤0.01%	2874
2016 Q4	$20K	Hold	1,269	–	–	﹤0.01%	3096
2016 Q3	$20K	Hold	1,269	–	–	﹤0.01%	3070
2016 Q2	$18K	Hold	1,269	–	–	﹤0.01%	2885
2016 Q1	$17K	Sell	1,269 -890	-41%	-$11.8K	﹤0.01%	2882
2015 Q4	$30K	Buy	+2,159	New	+$31K	﹤0.01%	2545

Other funds holding AIF

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

PPA

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

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Creative Planning's AIF Position: Q3 2017 in Review

Creative Planning sold out of Apollo Tactical Income Fund Inc. (AIF) in Q3 2017, closing a stake of 1,269 shares — an estimated $21K sold.

Creative Planning first reported a position in AIF in Q4 2015 and held it in 7 quarters. The position peaked at $30K in Q4 2015. 29 funds tracked by Wall St. Rank hold AIF as of Q3 2017.

Creative Planning reported no remaining Apollo Tactical Income Fund Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,269 Apollo Tactical Income Fund Inc. shares in Q3 2017, an estimated $21K.
Creative Planning first reported a position in Apollo Tactical Income Fund Inc. in Q4 2015 and held it in 7 quarters.
Creative Planning's Apollo Tactical Income Fund Inc. position peaked at $30K in Q4 2015.
29 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.