IAA
AFT

Independent Advisor Alliance’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-18,350
Closed -$278K – 899
2019
Q4 		$278K Buy
+18,350
New +$271K 0.01% 706

Other funds holding AFT

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Independent Advisor Alliance's AFT Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q1 2020, closing a stake of 18,350 shares — an estimated $278K sold.

Independent Advisor Alliance first reported a position in AFT in Q4 2019 and held it in 1 quarter. The position peaked at $278K in Q4 2019. 58 funds tracked by Wall St. Rank hold AFT as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 18,350 Apollo Senior Floating Rate Fund Inc. shares in Q1 2020, an estimated $278K.
  • Independent Advisor Alliance first reported a position in Apollo Senior Floating Rate Fund Inc. in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Apollo Senior Floating Rate Fund Inc. position peaked at $278K in Q4 2019.
  • 58 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.