Advisory Research’s Aflac AFL Stock Holding History

Advisory Research’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
2014 Q2	–	Sell	-2,152	Closed	-$68K	–	334
2014 Q1	$68K	Buy	+2,152	New	+$68.4K	﹤0.01%	601

Other funds holding AFL

Norges Bank Oslo, Norway $1T AUM

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisory Research's AFL Position: Q2 2014 in Review

Advisory Research sold out of Aflac (AFL) in Q2 2014, closing a stake of 2,152 shares — an estimated $68K sold.

Advisory Research first reported a position in AFL in Q1 2014 and held it in 1 quarter. The position peaked at $68K in Q1 2014. 800 funds tracked by Wall St. Rank hold AFL as of Q2 2014.

Advisory Research reported no remaining Aflac position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 2,152 Aflac shares in Q2 2014, an estimated $68K.
Advisory Research first reported a position in Aflac in Q1 2014 and held it in 1 quarter.
Advisory Research's Aflac position peaked at $68K in Q1 2014.
800 funds tracked by Wall St. Rank held Aflac as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.