CT
AFT

Cambridge Trust’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

Cambridge Trust’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
2024
Q1 		– Sell
-440
Closed -$5.83K – 727
2023
Q4 		$5.83K Buy
+440
New +$5.78K ﹤0.01% 614

Other funds holding AFT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Trust's AFT Position: Q1 2024 in Review

Cambridge Trust sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q1 2024, closing a stake of 440 shares — an estimated $5.83K sold.

Cambridge Trust first reported a position in AFT in Q4 2023 and held it in 1 quarter. The position peaked at $5.83K in Q4 2023. 45 funds tracked by Wall St. Rank hold AFT as of Q1 2024.

  • Cambridge Trust reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q1 2024 after selling out during the quarter.
  • Cambridge Trust sold 440 Apollo Senior Floating Rate Fund Inc. shares in Q1 2024, an estimated $5.83K.
  • Cambridge Trust first reported a position in Apollo Senior Floating Rate Fund Inc. in Q4 2023 and held it in 1 quarter.
  • Cambridge Trust's Apollo Senior Floating Rate Fund Inc. position peaked at $5.83K in Q4 2023.
  • 45 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.