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

YorkBridge 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
2019 Q3	–	Sell	-66	Closed	-$1K	–	690
2019 Q2	$1K	Hold	66	–	–	﹤0.01%	740
2019 Q1	$1K	Hold	66	–	–	﹤0.01%	739
2018 Q4	$1K	Sell	66 -1,168	-95%	-$17.7K	﹤0.01%	728
2018 Q3	$20K	Hold	1,234	–	–	0.01%	526
2018 Q2	$20K	Hold	1,234	–	–	0.01%	540
2018 Q1	$21K	Hold	1,234	–	–	0.01%	519
2017 Q4	$20K	Hold	1,234	–	–	0.01%	524
2017 Q3	$21K	Hold	1,234	–	–	0.01%	518
2017 Q2	$21K	Hold	1,234	–	–	0.01%	504
2017 Q1	$22K	Hold	1,234	–	–	0.01%	490
2016 Q4	$21K	Buy	+1,234	New	+$20.7K	0.01%	471

Other funds holding AFT

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

NCM

Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ISSM

Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

YorkBridge Wealth Partners's AFT Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q3 2019, closing a stake of 66 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in AFT in Q4 2016 and held it in 11 quarters. The position peaked at $22K in Q1 2017. 64 funds tracked by Wall St. Rank hold AFT as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 66 Apollo Senior Floating Rate Fund Inc. shares in Q3 2019, an estimated $1K.
YorkBridge Wealth Partners first reported a position in Apollo Senior Floating Rate Fund Inc. in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Apollo Senior Floating Rate Fund Inc. position peaked at $22K in Q1 2017.
64 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.