EWA
AFT

EverSource Wealth Advisors’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

EverSource Wealth Advisors’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
2023
Q3 		– Sell
-27
Closed -$349 – 2688
2023
Q2 		$349 Hold
27
– – ﹤0.01% 2388
2023
Q1 		$341 Hold
27
– – ﹤0.01% 2284
2022
Q4 		$333 Hold
27
– – ﹤0.01% 2236
2022
Q3 		$0 Buy
+27
New +$354 ﹤0.01% 2173

Other funds holding AFT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

EverSource Wealth Advisors's AFT Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q3 2023, closing a stake of 27 shares — an estimated $349 sold.

EverSource Wealth Advisors first reported a position in AFT in Q3 2022 and held it in 4 quarters. The position peaked at $349 in Q2 2023. 45 funds tracked by Wall St. Rank hold AFT as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 27 Apollo Senior Floating Rate Fund Inc. shares in Q3 2023, an estimated $349.
  • EverSource Wealth Advisors first reported a position in Apollo Senior Floating Rate Fund Inc. in Q3 2022 and held it in 4 quarters.
  • EverSource Wealth Advisors's Apollo Senior Floating Rate Fund Inc. position peaked at $349 in Q2 2023.
  • 45 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.