SFS
AFT

Sowell Financial Services’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

Sowell Financial 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
Q2 		– Sell
-27
Closed – – 2896
2021
Q1 		$0 Sell
27
-4
-13% -$59 ﹤0.01% 3345
2020
Q4 		$0 Hold
31
– – ﹤0.01% 2890
2020
Q3 		$0 Buy
31
+8
+35% +$101 ﹤0.01% 2751
2020
Q2 		$0 Hold
23
– – ﹤0.01% 2711
2020
Q1 		$0 Buy
23
+18
+360% +$256 ﹤0.01% 2746
2019
Q4 		$0 Sell
5
-2
-29% -$30 ﹤0.01% 2689
2019
Q3 		$0 Buy
+7
New +$104 ﹤0.01% 2475

Other funds holding AFT

SCM
Saba Capital Management New York $3.62B AUM 13% 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
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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Sowell Financial Services's AFT Position: Q2 2021 in Review

Sowell Financial Services sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q2 2021, closing a stake of 27 shares.

Sowell Financial Services first reported a position in AFT in Q3 2019 and held it in 7 quarters. The position peaked at $0 in Q1 2021. 57 funds tracked by Wall St. Rank hold AFT as of Q2 2021.

  • Sowell Financial Services reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 27 Apollo Senior Floating Rate Fund Inc. shares in Q2 2021.
  • Sowell Financial Services first reported a position in Apollo Senior Floating Rate Fund Inc. in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Apollo Senior Floating Rate Fund Inc. position peaked at $0 in Q1 2021.
  • 57 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.