IA
AFT

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

IFP 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
Q1 		– Sell
-162
Closed -$6K – 4543
2022
Q4 		$6K Buy
162
+9
+6% +$112 ﹤0.01% 3742
2022
Q3 		$6K Buy
153
+4
+3% +$52 ﹤0.01% 3974
2022
Q2 		$6K Hold
149
– – ﹤0.01% 3727
2022
Q1 		$6K Buy
+149
New +$2.35K ﹤0.01% 3727
2018
Q4 		– Sell
-6,000
Closed -$96K – 3918
2018
Q3 		$96K Buy
+6,000
New +$96.5K ﹤0.01% 1497
2017
Q4 		– Sell
-7,449
Closed -$125K – 4151
2017
Q3 		$125K Sell
7,449
-620
-8% -$10.4K 0.01% 1421
2017
Q2 		$136K Hold
8,069
– – 0.01% 1355
2017
Q1 		$142K Buy
8,069
+6,218
+336% +$109K 0.01% 1300
2016
Q4 		$32K Buy
+1,851
New +$31.1K ﹤0.01% 2160
2016
Q3 		– Sell
-228
Closed -$4K – 4074
2016
Q2 		$4K Buy
+228
New +$3.59K ﹤0.01% 3277
2016
Q1 		– Sell
-228
Closed -$3K – 3547
2015
Q4 		$3K Buy
+228
New +$3.49K ﹤0.01% 3239

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

IFP Advisors's AFT Position: Q1 2023 in Review

IFP Advisors sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q1 2023, closing a stake of 162 shares — an estimated $6K sold.

IFP Advisors first reported a position in AFT in Q4 2015 and held it in 11 quarters. The position peaked at $142K in Q1 2017. 47 funds tracked by Wall St. Rank hold AFT as of Q1 2023.

  • IFP Advisors reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 162 Apollo Senior Floating Rate Fund Inc. shares in Q1 2023, an estimated $6K.
  • IFP Advisors first reported a position in Apollo Senior Floating Rate Fund Inc. in Q4 2015 and held it in 11 quarters.
  • IFP Advisors's Apollo Senior Floating Rate Fund Inc. position peaked at $142K in Q1 2017.
  • 47 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.