Wolverine Asset Management’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Wolverine Asset Management’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
2023 Q2	–	Sell	-24,766	Closed	-$300K	–	1968
2023 Q1	$300K	Buy	+24,766	New	+$311K	﹤0.01%	961
2022 Q3	–	Sell	-11,739	Closed	-$141K	–	2579
2022 Q2	$141K	Buy	11,739 +7,989	+213%	+$106K	﹤0.01%	1298
2022 Q1	$53K	Buy	+3,750	New	+$55.8K	﹤0.01%	1487
2020 Q4	–	Sell	-38,627	Closed	-$490K	–	1923
2020 Q3	$490K	Buy	38,627 +32,009	+484%	+$404K	﹤0.01%	741
2020 Q2	$82K	Buy	+6,618	New	+$78.6K	﹤0.01%	1132
2019 Q3	–	Sell	-15,259	Closed	-$225K	–	1667
2019 Q2	$225K	Buy	15,259 +13,654	+851%	+$202K	﹤0.01%	1016
2019 Q1	$23K	Sell	1,605 -75,840	-98%	-$1.1M	﹤0.01%	1234
2018 Q4	$1.07M	Buy	+77,445	New	+$1.14M	0.01%	769
2018 Q1	–	Sell	-53,250	Closed	-$838K	–	1731
2017 Q4	$838K	Buy	+53,250	New	+$848K	0.01%	779
2016 Q3	–	Sell	-20,163	Closed	-$290K	–	1371
2016 Q2	$290K	Sell	20,163 -84,981	-81%	-$1.2M	﹤0.01%	816
2016 Q1	$1.43M	Sell	105,144 -14,109	-12%	-$186K	0.04%	337
2015 Q4	$1.66M	Buy	119,253 +44,555	+60%	+$640K	0.04%	386
2015 Q3	$1.08M	Buy	74,698 +60,897	+441%	+$929K	0.03%	481
2015 Q2	$217K	Sell	13,801 -11,459	-45%	-$187K	﹤0.01%	877
2015 Q1	$412K	Buy	+25,260	New	+$412K	0.01%	675
2014 Q4	–	Sell	-14,407	Closed	-$249K	–	2558
2014 Q3	$249K	Buy	+14,407	New	+$257K	0.01%	961
2014 Q1	–	Sell	-26,497	Closed	-$476K	–	2832
2013 Q4	$476K	Buy	+26,497	New	+$458K	0.01%	794

Other funds holding AIF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Wolverine Asset Management's AIF Position: Q2 2023 in Review

Wolverine Asset Management sold out of Apollo Tactical Income Fund Inc. (AIF) in Q2 2023, closing a stake of 24,766 shares — an estimated $300K sold.

Wolverine Asset Management first reported a position in AIF in Q4 2013 and held it in 17 quarters. The position peaked at $1.66M in Q4 2015. 57 funds tracked by Wall St. Rank hold AIF as of Q2 2023.

Wolverine Asset Management reported no remaining Apollo Tactical Income Fund Inc. position as of Q2 2023 after selling out during the quarter.
Wolverine Asset Management sold 24,766 Apollo Tactical Income Fund Inc. shares in Q2 2023, an estimated $300K.
Wolverine Asset Management first reported a position in Apollo Tactical Income Fund Inc. in Q4 2013 and held it in 17 quarters.
Wolverine Asset Management's Apollo Tactical Income Fund Inc. position peaked at $1.66M in Q4 2015.
57 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q2 2023.

Based on Wolverine Asset Management's 13F filing for Q2 2023, filed 7 Aug 2023.