WLPWM
AFT

Walled Lake Planning & Wealth Management’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

Walled Lake Planning & Wealth Management’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
-5
Closed – – 379
2020
Q4 		$0 Sell
5
-4
-44% -$54 ﹤0.01% 358
2020
Q3 		$0 Hold
9
– – ﹤0.01% 368
2020
Q2 		$0 Hold
9
– – ﹤0.01% 376
2020
Q1 		$0 Buy
+9
New +$128 ﹤0.01% 368

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
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

Walled Lake Planning & Wealth Management's AFT Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q1 2021, closing a stake of 5 shares.

Walled Lake Planning & Wealth Management first reported a position in AFT in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 57 funds tracked by Wall St. Rank hold AFT as of Q1 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q1 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 5 Apollo Senior Floating Rate Fund Inc. shares in Q1 2021.
  • Walled Lake Planning & Wealth Management first reported a position in Apollo Senior Floating Rate Fund Inc. in Q1 2020 and held it in 4 quarters.
  • Walled Lake Planning & Wealth Management's Apollo Senior Floating Rate Fund Inc. position peaked at $0 in Q4 2020.
  • 57 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.