OFG
AFT

OTA Financial Group’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

OTA Financial Group’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
2022
Q2 		– Sell
-29,208
Closed -$427K – 124
2022
Q1 		$427K Buy
+29,208
New +$460K 0.27% 41
2020
Q1 		– Sell
-17,022
Closed -$257K – 66
2019
Q4 		$257K Buy
+17,022
New +$251K 0.17% 43

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OTA Financial Group's AFT Position: Q2 2022 in Review

OTA Financial Group sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q2 2022, closing a stake of 29,208 shares — an estimated $427K sold.

OTA Financial Group first reported a position in AFT in Q4 2019 and held it in 2 quarters. The position peaked at $427K in Q1 2022. 49 funds tracked by Wall St. Rank hold AFT as of Q2 2022.

  • OTA Financial Group reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q2 2022 after selling out during the quarter.
  • OTA Financial Group sold 29,208 Apollo Senior Floating Rate Fund Inc. shares in Q2 2022, an estimated $427K.
  • OTA Financial Group first reported a position in Apollo Senior Floating Rate Fund Inc. in Q4 2019 and held it in 2 quarters.
  • OTA Financial Group's Apollo Senior Floating Rate Fund Inc. position peaked at $427K in Q1 2022.
  • 49 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q2 2022.

Based on OTA Financial Group's 13F filing for Q2 2022, filed 15 Jul 2022.