FM
AFT

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

Family 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
2021
Q4 		– Sell
-18,788
Closed -$297K – 195
2021
Q3 		$297K Sell
18,788
-2,960
-14% -$46.5K 0.08% 131
2021
Q2 		$343K Hold
21,748
– – 0.09% 132
2021
Q1 		$323K Hold
21,748
– – 0.1% 112
2020
Q4 		$313K Buy
+21,748
New +$292K 0.11% 114

Other funds holding AFT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Family Management's AFT Position: Q4 2021 in Review

Family Management sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q4 2021, closing a stake of 18,788 shares — an estimated $297K sold.

Family Management first reported a position in AFT in Q4 2020 and held it in 4 quarters. The position peaked at $343K in Q2 2021. 42 funds tracked by Wall St. Rank hold AFT as of Q4 2021.

  • Family Management reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q4 2021 after selling out during the quarter.
  • Family Management sold 18,788 Apollo Senior Floating Rate Fund Inc. shares in Q4 2021, an estimated $297K.
  • Family Management first reported a position in Apollo Senior Floating Rate Fund Inc. in Q4 2020 and held it in 4 quarters.
  • Family Management's Apollo Senior Floating Rate Fund Inc. position peaked at $343K in Q2 2021.
  • 42 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q4 2021.

Based on Family Management's 13F filing for Q4 2021, filed 14 Feb 2022.