ACM
AFL icon

Alethea Capital Management’s Aflac AFL Stock Holding History

Alethea Capital Management’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
2018
Q4 		– Sell
-11,512
Closed -$542K – 61
2018
Q3 		$542K Buy
+11,512
New +$527K 0.81% 38
2015
Q4 		– Sell
-14,428
Closed -$419K – 69
2015
Q3 		$419K Buy
+14,428
New +$437K 0.64% 45

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Alethea Capital Management's AFL Position: Q4 2018 in Review

Alethea Capital Management sold out of Aflac (AFL) in Q4 2018, closing a stake of 11,512 shares — an estimated $542K sold.

Alethea Capital Management first reported a position in AFL in Q3 2015 and held it in 2 quarters. The position peaked at $542K in Q3 2018. 1,052 funds tracked by Wall St. Rank hold AFL as of Q4 2018.

  • Alethea Capital Management reported no remaining Aflac position as of Q4 2018 after selling out during the quarter.
  • Alethea Capital Management sold 11,512 Aflac shares in Q4 2018, an estimated $542K.
  • Alethea Capital Management first reported a position in Aflac in Q3 2015 and held it in 2 quarters.
  • Alethea Capital Management's Aflac position peaked at $542K in Q3 2018.
  • 1,052 funds tracked by Wall St. Rank held Aflac as of Q4 2018.

Based on Alethea Capital Management's 13F filing for Q4 2018, filed 23 Jan 2019.