PWPS
AIF

Pinnacle Wealth Planning Services’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Pinnacle Wealth Planning Services’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
-2,945
Closed -$43K – 2076
2020
Q4 		$43K Buy
+2,945
New +$39.5K 0.01% 862

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

Pinnacle Wealth Planning Services's AIF Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Apollo Tactical Income Fund Inc. (AIF) in Q1 2021, closing a stake of 2,945 shares — an estimated $43K sold.

Pinnacle Wealth Planning Services first reported a position in AIF in Q4 2020 and held it in 1 quarter. The position peaked at $43K in Q4 2020. 46 funds tracked by Wall St. Rank hold AIF as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Apollo Tactical Income Fund Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 2,945 Apollo Tactical Income Fund Inc. shares in Q1 2021, an estimated $43K.
  • Pinnacle Wealth Planning Services first reported a position in Apollo Tactical Income Fund Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Apollo Tactical Income Fund Inc. position peaked at $43K in Q4 2020.
  • 46 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.