BAM
AFT

Belpointe Asset Management’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

Belpointe Asset Management’s Portfolio AFT Stock Details AFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10,963
Closed -$166K – 818
2019
Q4 		$166K Hold
10,963
– – 0.02% 602
2019
Q3 		$163K Buy
+10,963
New +$163K 0.03% 524

Other funds holding AFT

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Belpointe Asset Management's AFT Position: Q1 2020 in Review

Belpointe Asset Management sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q1 2020, closing a stake of 10,963 shares — an estimated $166K sold.

Belpointe Asset Management first reported a position in AFT in Q3 2019 and held it in 2 quarters. The position peaked at $166K in Q4 2019. 58 funds tracked by Wall St. Rank hold AFT as of Q1 2020.

  • Belpointe Asset Management reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q1 2020 after selling out during the quarter.
  • Belpointe Asset Management sold 10,963 Apollo Senior Floating Rate Fund Inc. shares in Q1 2020, an estimated $166K.
  • Belpointe Asset Management first reported a position in Apollo Senior Floating Rate Fund Inc. in Q3 2019 and held it in 2 quarters.
  • Belpointe Asset Management's Apollo Senior Floating Rate Fund Inc. position peaked at $166K in Q4 2019.
  • 58 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q1 2020.

Based on Belpointe Asset Management's 13F filing for Q1 2020, filed 20 Jul 2020.