GI
AFT

Gradient Investments’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

Gradient Investments’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
2022
Q4 		– Sell
-176
Closed -$2K – 1683
2022
Q3 		$2K Buy
+176
New +$2.31K ﹤0.01% 1180

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
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Gradient Investments's AFT Position: Q4 2022 in Review

Gradient Investments sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q4 2022, closing a stake of 176 shares — an estimated $2K sold.

Gradient Investments first reported a position in AFT in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 57 funds tracked by Wall St. Rank hold AFT as of Q4 2022.

  • Gradient Investments reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 176 Apollo Senior Floating Rate Fund Inc. shares in Q4 2022, an estimated $2K.
  • Gradient Investments first reported a position in Apollo Senior Floating Rate Fund Inc. in Q3 2022 and held it in 1 quarter.
  • Gradient Investments's Apollo Senior Floating Rate Fund Inc. position peaked at $2K in Q3 2022.
  • 57 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.