TWP
AFT

TFO Wealth Partners’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

TFO Wealth Partners’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
Q3 		– Sell
-433
Closed -$7K – 193
2021
Q2 		$7K Sell
433
-866
-67% -$13.3K ﹤0.01% 80
2021
Q1 		$19K Buy
+1,299
New +$19K 0.01% 111

Other funds holding AFT

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TFO Wealth Partners's AFT Position: Q3 2021 in Review

TFO Wealth Partners sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q3 2021, closing a stake of 433 shares — an estimated $7K sold.

TFO Wealth Partners first reported a position in AFT in Q1 2021 and held it in 2 quarters. The position peaked at $19K in Q1 2021. 55 funds tracked by Wall St. Rank hold AFT as of Q3 2021.

  • TFO Wealth Partners reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q3 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 433 Apollo Senior Floating Rate Fund Inc. shares in Q3 2021, an estimated $7K.
  • TFO Wealth Partners first reported a position in Apollo Senior Floating Rate Fund Inc. in Q1 2021 and held it in 2 quarters.
  • TFO Wealth Partners's Apollo Senior Floating Rate Fund Inc. position peaked at $19K in Q1 2021.
  • 55 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q3 2021.

Based on TFO Wealth Partners's 13F filing for Q3 2021, filed 10 Nov 2021.