WA
AFT

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

WFG 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
2017
Q2 		– Sell
-2,321
Closed -$41K – 1692
2017
Q1 		$41K Sell
2,321
-328
-12% -$5.77K 0.01% 716
2016
Q4 		$46K Buy
+2,649
New +$44.5K 0.01% 732

Other funds holding AFT

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFG Advisors's AFT Position: Q2 2017 in Review

WFG Advisors sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q2 2017, closing a stake of 2,321 shares — an estimated $41K sold.

WFG Advisors first reported a position in AFT in Q4 2016 and held it in 2 quarters. The position peaked at $46K in Q4 2016. 44 funds tracked by Wall St. Rank hold AFT as of Q2 2017.

  • WFG Advisors reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q2 2017 after selling out during the quarter.
  • WFG Advisors sold 2,321 Apollo Senior Floating Rate Fund Inc. shares in Q2 2017, an estimated $41K.
  • WFG Advisors first reported a position in Apollo Senior Floating Rate Fund Inc. in Q4 2016 and held it in 2 quarters.
  • WFG Advisors's Apollo Senior Floating Rate Fund Inc. position peaked at $46K in Q4 2016.
  • 44 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.