LWM
AFT

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

Liberty Wealth 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
-2,319
Closed -$37K – 1162
2021
Q3 		$37K Buy
2,319
+37
+2% +$582 0.01% 485
2021
Q2 		$36K Buy
2,282
+58
+3% +$889 0.01% 391
2021
Q1 		$32K Hold
2,224
– – 0.02% 378
2020
Q4 		$32K Buy
2,224
+59
+3% +$793 0.02% 376
2020
Q3 		$28K Buy
2,165
+34
+2% +$431 0.02% 346
2020
Q2 		$26K Buy
2,131
+40
+2% +$482 0.02% 343
2020
Q1 		$24K Buy
2,091
+43
+2% +$612 0.02% 333
2019
Q4 		$31K Buy
2,048
+41
+2% +$605 0.02% 341
2019
Q3 		$30K Buy
2,007
+40
+2% +$593 0.03% 325
2019
Q2 		$29K Buy
1,967
+39
+2% +$585 0.03% 349
2019
Q1 		$28K Buy
1,928
+39
+2% +$577 0.02% 295
2018
Q4 		$27K Buy
+1,889
New +$28.6K 0.02% 285

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

Liberty Wealth Management's AFT Position: Q4 2021 in Review

Liberty Wealth Management sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q4 2021, closing a stake of 2,319 shares — an estimated $37K sold.

Liberty Wealth Management first reported a position in AFT in Q4 2018 and held it in 12 quarters. The position peaked at $37K in Q3 2021. 42 funds tracked by Wall St. Rank hold AFT as of Q4 2021.

  • Liberty Wealth Management reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 2,319 Apollo Senior Floating Rate Fund Inc. shares in Q4 2021, an estimated $37K.
  • Liberty Wealth Management first reported a position in Apollo Senior Floating Rate Fund Inc. in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Apollo Senior Floating Rate Fund Inc. position peaked at $37K in Q3 2021.
  • 42 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.