Mid Atlantic Financial Management’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Mid Atlantic 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 Q1	–	Sell	-22,629	Closed	-$328K	–	908
2020 Q4	$328K	Sell	22,629 -2,500	-10%	-$33.5K	0.03%	546
2020 Q3	$330K	Sell	25,129 -2,071	-8%	-$26.1K	0.03%	479
2020 Q2	$338K	Buy	27,200 +3,300	+14%	+$39.2K	0.03%	448
2020 Q1	$271K	Sell	23,900 -11,100	-32%	-$158K	0.03%	476
2019 Q4	$529K	Buy	35,000 +11,500	+49%	+$170K	0.05%	366
2019 Q3	$356K	Buy	23,500 +5,100	+28%	+$75.9K	0.04%	452
2019 Q2	$271K	Buy	18,400 +7,900	+75%	+$117K	0.03%	552
2019 Q1	$154K	Buy	+10,500	New	+$152K	0.02%	647

Other funds holding AIF

SCM

Saba Capital Management New York $3.62B AUM 13% 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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

Mid Atlantic Financial Management's AIF Position: Q1 2021 in Review

Mid Atlantic Financial Management sold out of Apollo Tactical Income Fund Inc. (AIF) in Q1 2021, closing a stake of 22,629 shares — an estimated $328K sold.

Mid Atlantic Financial Management first reported a position in AIF in Q1 2019 and held it in 8 quarters. The position peaked at $529K in Q4 2019. 46 funds tracked by Wall St. Rank hold AIF as of Q1 2021.

Mid Atlantic Financial Management reported no remaining Apollo Tactical Income Fund Inc. position as of Q1 2021 after selling out during the quarter.
Mid Atlantic Financial Management sold 22,629 Apollo Tactical Income Fund Inc. shares in Q1 2021, an estimated $328K.
Mid Atlantic Financial Management first reported a position in Apollo Tactical Income Fund Inc. in Q1 2019 and held it in 8 quarters.
Mid Atlantic Financial Management's Apollo Tactical Income Fund Inc. position peaked at $529K in Q4 2019.
46 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q1 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q1 2021, filed 11 May 2021.