Truist Financial
AIF

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

Truist Financial’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
-21,634
Closed -$313K – 2752
2020
Q4 		$313K Hold
21,634
– – ﹤0.01% 2126
2020
Q3 		$275K Hold
21,634
– – ﹤0.01% 2078
2020
Q2 		$269K Buy
21,634
+8
+0% +$95 ﹤0.01% 2024
2020
Q1 		$245K Sell
21,626
-3,171
-13% -$45.2K ﹤0.01% 1989
2019
Q4 		$374K Buy
+24,797
New +$367K ﹤0.01% 2037

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

Truist Financial's AIF Position: Q1 2021 in Review

Truist Financial sold out of Apollo Tactical Income Fund Inc. (AIF) in Q1 2021, closing a stake of 21,634 shares — an estimated $313K sold.

Truist Financial first reported a position in AIF in Q4 2019 and held it in 5 quarters. The position peaked at $374K in Q4 2019. 46 funds tracked by Wall St. Rank hold AIF as of Q1 2021.

  • Truist Financial reported no remaining Apollo Tactical Income Fund Inc. position as of Q1 2021 after selling out during the quarter.
  • Truist Financial sold 21,634 Apollo Tactical Income Fund Inc. shares in Q1 2021, an estimated $313K.
  • Truist Financial first reported a position in Apollo Tactical Income Fund Inc. in Q4 2019 and held it in 5 quarters.
  • Truist Financial's Apollo Tactical Income Fund Inc. position peaked at $374K in Q4 2019.
  • 46 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q1 2021.

Based on Truist Financial's 13F filing for Q1 2021, filed 17 May 2021.