SFS
AIF

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

Sowell Financial 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
Q2 		– Sell
-45
Closed -$1K – 2895
2021
Q1 		$1K Sell
45
-6
-12% -$88 ﹤0.01% 3041
2020
Q4 		$1K Hold
51
– – ﹤0.01% 2647
2020
Q3 		$1K Buy
51
+8
+19% +$101 ﹤0.01% 2460
2020
Q2 		$1K Hold
43
– – ﹤0.01% 2400
2020
Q1 		$0 Buy
43
+11
+34% +$157 ﹤0.01% 2745
2019
Q4 		$0 Sell
32
-11
-26% -$163 ﹤0.01% 2688
2019
Q3 		$1K Buy
+43
New +$640 ﹤0.01% 2338

Other funds holding AIF

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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 $1.55T AUM 33.47% 1-Year Est. Return

Sowell Financial Services's AIF Position: Q2 2021 in Review

Sowell Financial Services sold out of Apollo Tactical Income Fund Inc. (AIF) in Q2 2021, closing a stake of 45 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in AIF in Q3 2019 and held it in 7 quarters. The position peaked at $1K in Q1 2021. 41 funds tracked by Wall St. Rank hold AIF as of Q2 2021.

  • Sowell Financial Services reported no remaining Apollo Tactical Income Fund Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 45 Apollo Tactical Income Fund Inc. shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Apollo Tactical Income Fund Inc. in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Apollo Tactical Income Fund Inc. position peaked at $1K in Q1 2021.
  • 41 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.