RIA
AIF

Realta Investment Advisors’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-1,500
Closed -$22K – 1471
2019
Q4 		$22K Hold
1,500
– – 0.01% 903
2019
Q3 		$23K Hold
1,500
– – 0.01% 883
2019
Q2 		$22K Hold
1,500
– – 0.01% 911
2019
Q1 		$22K Buy
+1,500
New +$21.8K 0.01% 739

Other funds holding AIF

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
SCM
Saba Capital Management New York $3.62B AUM 13% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Realta Investment Advisors's AIF Position: Q1 2020 in Review

Realta Investment Advisors sold out of Apollo Tactical Income Fund Inc. (AIF) in Q1 2020, closing a stake of 1,500 shares — an estimated $22K sold.

Realta Investment Advisors first reported a position in AIF in Q1 2019 and held it in 4 quarters. The position peaked at $23K in Q3 2019. 48 funds tracked by Wall St. Rank hold AIF as of Q1 2020.

  • Realta Investment Advisors reported no remaining Apollo Tactical Income Fund Inc. position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,500 Apollo Tactical Income Fund Inc. shares in Q1 2020, an estimated $22K.
  • Realta Investment Advisors first reported a position in Apollo Tactical Income Fund Inc. in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Apollo Tactical Income Fund Inc. position peaked at $23K in Q3 2019.
  • 48 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.