IAIM
AFT

International Assets Investment Management’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

International Assets Investment 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
2023
Q1 		– Sell
-11,110
Closed -$137K – 1383
2022
Q4 		$137K Buy
+11,110
New +$139K 0.01% 677
2021
Q2 		– Sell
-2,485
Closed -$36K – 2012
2021
Q1 		$36K Hold
2,485
– – ﹤0.01% 1084
2020
Q4 		$36K Buy
+2,485
New +$33.4K 0.01% 966

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 $370M AUM 13.07% 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 $11.8B AUM 21.23% 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

International Assets Investment Management's AFT Position: Q1 2023 in Review

International Assets Investment Management sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q1 2023, closing a stake of 11,110 shares — an estimated $137K sold.

International Assets Investment Management first reported a position in AFT in Q4 2020 and held it in 3 quarters. The position peaked at $137K in Q4 2022. 47 funds tracked by Wall St. Rank hold AFT as of Q1 2023.

  • International Assets Investment Management reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q1 2023 after selling out during the quarter.
  • International Assets Investment Management sold 11,110 Apollo Senior Floating Rate Fund Inc. shares in Q1 2023, an estimated $137K.
  • International Assets Investment Management first reported a position in Apollo Senior Floating Rate Fund Inc. in Q4 2020 and held it in 3 quarters.
  • International Assets Investment Management's Apollo Senior Floating Rate Fund Inc. position peaked at $137K in Q4 2022.
  • 47 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q1 2023.

Based on International Assets Investment Management's 13F filing for Q1 2023, filed 19 Apr 2023.