NFG
AIF

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

Next Financial 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
Q2 		– Sell
-11,353
Closed -$129K – 1965
2020
Q1 		$129K Buy
11,353
+1,462
+15% +$20.8K 0.02% 680
2019
Q4 		$149K Buy
+9,891
New +$147K 0.02% 794

Other funds holding AIF

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Next Financial Group's AIF Position: Q2 2020 in Review

Next Financial Group sold out of Apollo Tactical Income Fund Inc. (AIF) in Q2 2020, closing a stake of 11,353 shares — an estimated $129K sold.

Next Financial Group first reported a position in AIF in Q4 2019 and held it in 2 quarters. The position peaked at $149K in Q4 2019. 42 funds tracked by Wall St. Rank hold AIF as of Q2 2020.

  • Next Financial Group reported no remaining Apollo Tactical Income Fund Inc. position as of Q2 2020 after selling out during the quarter.
  • Next Financial Group sold 11,353 Apollo Tactical Income Fund Inc. shares in Q2 2020, an estimated $129K.
  • Next Financial Group first reported a position in Apollo Tactical Income Fund Inc. in Q4 2019 and held it in 2 quarters.
  • Next Financial Group's Apollo Tactical Income Fund Inc. position peaked at $149K in Q4 2019.
  • 42 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.