SWP
AIF

Stratos Wealth Partners’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Stratos Wealth Partners’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
2018
Q1 		– Sell
-625
Closed -$10K – 3247
2017
Q4 		$10K Buy
+625
New +$9.96K ﹤0.01% 2176

Other funds holding AIF

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Stratos Wealth Partners's AIF Position: Q1 2018 in Review

Stratos Wealth Partners sold out of Apollo Tactical Income Fund Inc. (AIF) in Q1 2018, closing a stake of 625 shares — an estimated $10K sold.

Stratos Wealth Partners first reported a position in AIF in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 32 funds tracked by Wall St. Rank hold AIF as of Q1 2018.

  • Stratos Wealth Partners reported no remaining Apollo Tactical Income Fund Inc. position as of Q1 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 625 Apollo Tactical Income Fund Inc. shares in Q1 2018, an estimated $10K.
  • Stratos Wealth Partners first reported a position in Apollo Tactical Income Fund Inc. in Q4 2017 and held it in 1 quarter.
  • Stratos Wealth Partners's Apollo Tactical Income Fund Inc. position peaked at $10K in Q4 2017.
  • 32 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q1 2018.

Based on Stratos Wealth Partners's 13F filing for Q1 2018, filed 10 May 2018.