PWPS
AFT

Pinnacle Wealth Planning Services’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-1,785
Closed -$26K – 2077
2020
Q4 		$26K Buy
+1,785
New +$24K 0.01% 1064

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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Planning Services's AFT Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q1 2021, closing a stake of 1,785 shares — an estimated $26K sold.

Pinnacle Wealth Planning Services first reported a position in AFT in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 57 funds tracked by Wall St. Rank hold AFT as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,785 Apollo Senior Floating Rate Fund Inc. shares in Q1 2021, an estimated $26K.
  • Pinnacle Wealth Planning Services first reported a position in Apollo Senior Floating Rate Fund Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Apollo Senior Floating Rate Fund Inc. position peaked at $26K in Q4 2020.
  • 57 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.