1834 Investment Advisors’s Aflac AFL Stock Holding History

1834 Investment Advisors’s Portfolio AFL Stock Details AFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,590	Closed	-$142K	–	455
2019 Q2	$142K	Sell	2,590 -300	-10%	-$15.5K	0.02%	214
2019 Q1	$145K	Buy	2,890 +2,590	+863%	+$125K	0.02%	212
2018 Q4	$14K	Buy	+300	New	+$13.3K	﹤0.01%	338
2018 Q1	–	Sell	-536	Closed	-$24K	–	443
2017 Q4	$24K	Buy	+536	New	+$22.9K	﹤0.01%	348

Other funds holding AFL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

1834 Investment Advisors's AFL Position: Q3 2019 in Review

1834 Investment Advisors sold out of Aflac (AFL) in Q3 2019, closing a stake of 2,590 shares — an estimated $142K sold.

1834 Investment Advisors first reported a position in AFL in Q4 2017 and held it in 4 quarters. The position peaked at $145K in Q1 2019. 1,039 funds tracked by Wall St. Rank hold AFL as of Q3 2019.

1834 Investment Advisors reported no remaining Aflac position as of Q3 2019 after selling out during the quarter.
1834 Investment Advisors sold 2,590 Aflac shares in Q3 2019, an estimated $142K.
1834 Investment Advisors first reported a position in Aflac in Q4 2017 and held it in 4 quarters.
1834 Investment Advisors's Aflac position peaked at $145K in Q1 2019.
1,039 funds tracked by Wall St. Rank held Aflac as of Q3 2019.

Based on 1834 Investment Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.