MAFM
XFLT

Mid Atlantic Financial Management’s XAI Floating Rate & Alternative Income Trust XFLT Stock Holding History

Mid Atlantic Financial Management’s Portfolio XFLT Stock Details XFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$368K Buy
+8,580
New +$383K 0.02% 573

Other funds holding XFLT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 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

Mid Atlantic Financial Management's XFLT Position: Q3 2021 in Review

Mid Atlantic Financial Management opened a new position in XAI Floating Rate & Alternative Income Trust (XFLT) in Q3 2021: 8,580 shares worth $368K. The stake represents 0.02% of the portfolio and ranks #573 among its holdings.

39 funds tracked by Wall St. Rank hold XFLT as of Q3 2021.

  • Mid Atlantic Financial Management held 8,580 shares of XAI Floating Rate & Alternative Income Trust worth $368K as of Q3 2021.
  • XAI Floating Rate & Alternative Income Trust was a new Mid Atlantic Financial Management position in Q3 2021.
  • XAI Floating Rate & Alternative Income Trust made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #573 holding.
  • 39 funds tracked by Wall St. Rank held XAI Floating Rate & Alternative Income Trust as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.