MA
AIF

Montag & Associates’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Montag & Associates’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
-201
Closed -$3K – 896
2020
Q4 		$3K Buy
+201
New +$2.69K ﹤0.01% 761

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
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
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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Montag & Associates's AIF Position: Q1 2021 in Review

Montag & Associates sold out of Apollo Tactical Income Fund Inc. (AIF) in Q1 2021, closing a stake of 201 shares — an estimated $3K sold.

Montag & Associates first reported a position in AIF in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 46 funds tracked by Wall St. Rank hold AIF as of Q1 2021.

  • Montag & Associates reported no remaining Apollo Tactical Income Fund Inc. position as of Q1 2021 after selling out during the quarter.
  • Montag & Associates sold 201 Apollo Tactical Income Fund Inc. shares in Q1 2021, an estimated $3K.
  • Montag & Associates first reported a position in Apollo Tactical Income Fund Inc. in Q4 2020 and held it in 1 quarter.
  • Montag & Associates's Apollo Tactical Income Fund Inc. position peaked at $3K in Q4 2020.
  • 46 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q1 2021.

Based on Montag & Associates's 13F filing for Q1 2021, filed 14 May 2021.