PIA
AFT

Peachtree Investment Advisors’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

Peachtree Investment Advisors’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
2015
Q4 		– Sell
-16,900
Closed -$265K – 105
2015
Q3 		$265K Hold
16,900
– – 0.28% 92
2015
Q2 		$300K Hold
16,900
– – 0.22% 103
2015
Q1 		$301K Hold
16,900
– – 0.22% 105
2014
Q4 		$281K Buy
16,900
+8,300
+97% +$141K 0.19% 119
2014
Q3 		$147K Buy
+8,600
New +$151K 0.1% 154

Other funds holding AFT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Peachtree Investment Advisors's AFT Position: Q4 2015 in Review

Peachtree Investment Advisors sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q4 2015, closing a stake of 16,900 shares — an estimated $265K sold.

Peachtree Investment Advisors first reported a position in AFT in Q3 2014 and held it in 5 quarters. The position peaked at $301K in Q1 2015. 45 funds tracked by Wall St. Rank hold AFT as of Q4 2015.

  • Peachtree Investment Advisors reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q4 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 16,900 Apollo Senior Floating Rate Fund Inc. shares in Q4 2015, an estimated $265K.
  • Peachtree Investment Advisors first reported a position in Apollo Senior Floating Rate Fund Inc. in Q3 2014 and held it in 5 quarters.
  • Peachtree Investment Advisors's Apollo Senior Floating Rate Fund Inc. position peaked at $301K in Q1 2015.
  • 45 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q4 2015.

Based on Peachtree Investment Advisors's 13F filing for Q4 2015, filed 14 Jan 2016.