AIA
AFSD

Alerus Investment Advisors’s AFLAC Inc AFSD Stock Holding History

Alerus Investment Advisors’s Portfolio AFSD Stock Details AFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$57K Hold
2,225
– – 0.01% 134
2015
Q4 		$57K Buy
2,225
+625
+39% +$15.9K 0.01% 141
2015
Q3 		$40K Buy
+1,600
New +$40.1K 0.01% 132

Other funds holding AFSD

FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
BMM
Buffington Mohr McNeal Boise, Idaho $507M AUM 5.85% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

Alerus Investment Advisors's AFSD Position: Q1 2016 in Review

Alerus Investment Advisors held its AFLAC Inc (AFSD) position steady in Q1 2016 at 2,225 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #134.

Alerus Investment Advisors first reported a position in AFSD in Q3 2015 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold AFSD as of Q1 2016.

  • Alerus Investment Advisors held 2,225 shares of AFLAC Inc worth $57K as of Q1 2016.
  • Alerus Investment Advisors left its AFLAC Inc share count unchanged in Q1 2016.
  • AFLAC Inc made up 0.01% of Alerus Investment Advisors's portfolio in Q1 2016, its #134 holding.
  • Alerus Investment Advisors first reported a position in AFLAC Inc in Q3 2015 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held AFLAC Inc as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.