SPIA
AIF

Steward Partners Investment Advisory’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Steward Partners Investment Advisory’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
2017
Q4 		– Sell
-1,250
Closed -$20K – 1966
2017
Q3 		$20K Hold
1,250
– – ﹤0.01% 943
2017
Q2 		$20K Hold
1,250
– – ﹤0.01% 870
2017
Q1 		$20K Hold
1,250
– – ﹤0.01% 765
2016
Q4 		$19K Buy
+1,250
New +$19K 0.01% 455

Other funds holding AIF

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Steward Partners Investment Advisory's AIF Position: Q4 2017 in Review

Steward Partners Investment Advisory sold out of Apollo Tactical Income Fund Inc. (AIF) in Q4 2017, closing a stake of 1,250 shares — an estimated $20K sold.

Steward Partners Investment Advisory first reported a position in AIF in Q4 2016 and held it in 4 quarters. The position peaked at $20K in Q3 2017. 36 funds tracked by Wall St. Rank hold AIF as of Q4 2017.

  • Steward Partners Investment Advisory reported no remaining Apollo Tactical Income Fund Inc. position as of Q4 2017 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,250 Apollo Tactical Income Fund Inc. shares in Q4 2017, an estimated $20K.
  • Steward Partners Investment Advisory first reported a position in Apollo Tactical Income Fund Inc. in Q4 2016 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Apollo Tactical Income Fund Inc. position peaked at $20K in Q3 2017.
  • 36 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q4 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2017, filed 19 Jan 2018.