NFSG
AIF

Newbridge Financial Services Group’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Newbridge Financial Services Group’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
2020
Q4 		– Sell
-1,109
Closed -$14K – 1166
2020
Q3 		$14K Buy
+1,109
New +$14K 0.01% 596

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Newbridge Financial Services Group's AIF Position: Q4 2020 in Review

Newbridge Financial Services Group sold out of Apollo Tactical Income Fund Inc. (AIF) in Q4 2020, closing a stake of 1,109 shares — an estimated $14K sold.

Newbridge Financial Services Group first reported a position in AIF in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 53 funds tracked by Wall St. Rank hold AIF as of Q4 2020.

  • Newbridge Financial Services Group reported no remaining Apollo Tactical Income Fund Inc. position as of Q4 2020 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,109 Apollo Tactical Income Fund Inc. shares in Q4 2020, an estimated $14K.
  • Newbridge Financial Services Group first reported a position in Apollo Tactical Income Fund Inc. in Q3 2020 and held it in 1 quarter.
  • Newbridge Financial Services Group's Apollo Tactical Income Fund Inc. position peaked at $14K in Q3 2020.
  • 53 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q4 2020.

Based on Newbridge Financial Services Group's 13F filing for Q4 2020, filed 7 Sep 2021.