UFA
AFT

US Financial Advisors’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

US Financial 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
2016
Q1 		– Sell
-275
Closed -$4K – 621
2015
Q4 		$4K Hold
275
– – ﹤0.01% 408
2015
Q3 		$4K Hold
275
– – 0.01% 339
2015
Q2 		$5K Hold
275
– – ﹤0.01% 290
2015
Q1 		$5K Hold
275
– – ﹤0.01% 316
2014
Q4 		$5K Buy
+275
New +$4.66K ﹤0.01% 295

Other funds holding AFT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return

US Financial Advisors's AFT Position: Q1 2016 in Review

US Financial Advisors sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q1 2016, closing a stake of 275 shares — an estimated $4K sold.

US Financial Advisors first reported a position in AFT in Q4 2014 and held it in 5 quarters. The position peaked at $5K in Q2 2015. 48 funds tracked by Wall St. Rank hold AFT as of Q1 2016.

  • US Financial Advisors reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 275 Apollo Senior Floating Rate Fund Inc. shares in Q1 2016, an estimated $4K.
  • US Financial Advisors first reported a position in Apollo Senior Floating Rate Fund Inc. in Q4 2014 and held it in 5 quarters.
  • US Financial Advisors's Apollo Senior Floating Rate Fund Inc. position peaked at $5K in Q2 2015.
  • 48 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.