DA
AIF

Doliver Advisors’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Doliver Advisors’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
Q2 		– Sell
-11,735
Closed -$184K – 381
2018
Q1 		$184K Sell
11,735
-13,981
-54% -$219K 0.08% 250
2017
Q4 		$405K Buy
25,716
+10,813
+73% +$172K 0.16% 105
2017
Q3 		$242K Buy
+14,903
New +$243K 0.11% 184
2017
Q1 		– Sell
-19,313
Closed -$299K – 280
2016
Q4 		$299K Buy
+19,313
New +$293K 0.25% 132

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
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
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Doliver Advisors's AIF Position: Q2 2018 in Review

Doliver Advisors sold out of Apollo Tactical Income Fund Inc. (AIF) in Q2 2018, closing a stake of 11,735 shares — an estimated $184K sold.

Doliver Advisors first reported a position in AIF in Q4 2016 and held it in 4 quarters. The position peaked at $405K in Q4 2017. 37 funds tracked by Wall St. Rank hold AIF as of Q2 2018.

  • Doliver Advisors reported no remaining Apollo Tactical Income Fund Inc. position as of Q2 2018 after selling out during the quarter.
  • Doliver Advisors sold 11,735 Apollo Tactical Income Fund Inc. shares in Q2 2018, an estimated $184K.
  • Doliver Advisors first reported a position in Apollo Tactical Income Fund Inc. in Q4 2016 and held it in 4 quarters.
  • Doliver Advisors's Apollo Tactical Income Fund Inc. position peaked at $405K in Q4 2017.
  • 37 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q2 2018.

Based on Doliver Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.