CAC
AFT

Certified Advisory Corp’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

Certified Advisory Corp’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
Q2 		$8K Hold
680
– – ﹤0.01% 593
2020
Q1 		$8K Hold
680
– – ﹤0.01% 568
2019
Q4 		$10K Buy
+680
New +$10K ﹤0.01% 591

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GC
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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
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Certified Advisory Corp's AFT Position: Q2 2020 in Review

Certified Advisory Corp held its Apollo Senior Floating Rate Fund Inc. (AFT) position steady in Q2 2020 at 680 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Certified Advisory Corp first reported a position in AFT in Q4 2019 and has held it in 3 quarters since. The position peaked at $10K in Q4 2019. 62 funds tracked by Wall St. Rank hold AFT as of Q2 2020.

  • Certified Advisory Corp held 680 shares of Apollo Senior Floating Rate Fund Inc. worth $8K as of Q2 2020.
  • Certified Advisory Corp left its Apollo Senior Floating Rate Fund Inc. share count unchanged in Q2 2020.
  • Apollo Senior Floating Rate Fund Inc. made up ﹤0.01% of Certified Advisory Corp's portfolio in Q2 2020, its #593 holding.
  • Certified Advisory Corp first reported a position in Apollo Senior Floating Rate Fund Inc. in Q4 2019 and has held it in 3 quarters since.
  • Certified Advisory Corp's Apollo Senior Floating Rate Fund Inc. position peaked at $10K in Q4 2019.
  • 62 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.