LWM
AIF

Liberty Wealth Management’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Liberty Wealth 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
2019
Q3 		– Sell
-400
Closed -$6K – 1004
2019
Q2 		$6K Buy
+400
New +$5.91K 0.01% 642

Other funds holding AIF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Liberty Wealth Management's AIF Position: Q3 2019 in Review

Liberty Wealth Management sold out of Apollo Tactical Income Fund Inc. (AIF) in Q3 2019, closing a stake of 400 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in AIF in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 43 funds tracked by Wall St. Rank hold AIF as of Q3 2019.

  • Liberty Wealth Management reported no remaining Apollo Tactical Income Fund Inc. position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 400 Apollo Tactical Income Fund Inc. shares in Q3 2019, an estimated $6K.
  • Liberty Wealth Management first reported a position in Apollo Tactical Income Fund Inc. in Q2 2019 and held it in 1 quarter.
  • Liberty Wealth Management's Apollo Tactical Income Fund Inc. position peaked at $6K in Q2 2019.
  • 43 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.