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

Wealthcare Advisory 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
2021 Q2	–	Sell	-3,174	Closed	-$47K	–	1972
2021 Q1	$47K	Buy	+3,174	New	+$46.5K	﹤0.01%	897
2020 Q2	–	Sell	-3,175	Closed	-$36K	–	1430
2020 Q1	$36K	Hold	3,175	–	–	0.01%	580
2019 Q4	$48K	Hold	3,175	–	–	0.01%	559
2019 Q3	$48K	Hold	3,175	–	–	0.01%	543
2019 Q2	$47K	Hold	3,175	–	–	0.01%	523
2019 Q1	$0	Hold	3,175	–	–	﹤0.01%	1289
2018 Q4	$44K	Hold	3,175	–	–	0.01%	456
2018 Q3	$49K	Hold	3,175	–	–	0.01%	478
2018 Q2	$50K	Buy	+3,175	New	+$50K	0.01%	465

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 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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthcare Advisory Partners's AIF Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Apollo Tactical Income Fund Inc. (AIF) in Q2 2021, closing a stake of 3,174 shares — an estimated $47K sold.

Wealthcare Advisory Partners first reported a position in AIF in Q2 2018 and held it in 9 quarters. The position peaked at $50K in Q2 2018. 41 funds tracked by Wall St. Rank hold AIF as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Apollo Tactical Income Fund Inc. position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,174 Apollo Tactical Income Fund Inc. shares in Q2 2021, an estimated $47K.
Wealthcare Advisory Partners first reported a position in Apollo Tactical Income Fund Inc. in Q2 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's Apollo Tactical Income Fund Inc. position peaked at $50K in Q2 2018.
41 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.