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Alpha Cubed Investments’s Aflac AFL Stock Holding History

Alpha Cubed Investments’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
2020
Q1 		– Sell
-3,848
Closed -$204K – 226
2019
Q4 		$204K Hold
3,848
– – 0.02% 241
2019
Q3 		$201K Hold
3,848
– – 0.02% 237
2019
Q2 		$211K Buy
+3,848
New +$198K 0.02% 229
2019
Q1 		– Sell
-13,646
Closed -$622K – 246
2018
Q4 		$622K Sell
13,646
-500
-4% -$22.2K 0.09% 98
2018
Q3 		$629K Buy
14,146
+8,352
+144% +$382K 0.07% 141
2018
Q2 		$249K Sell
5,794
-2,050
-26% -$92.1K 0.03% 193
2018
Q1 		$343K Sell
7,844
-2,200
-22% -$97.4K 0.04% 158
2017
Q4 		$441K Buy
10,044
+1,730
+21% +$73.8K 0.06% 149
2017
Q3 		$338K Buy
8,314
+36
+0.4% +$1.45K 0.05% 161
2017
Q2 		$322K Sell
8,278
-724
-8% -$27.2K 0.06% 152
2017
Q1 		$326K Buy
9,002
+102
+1% +$3.62K 0.07% 144
2016
Q4 		$310K Hold
8,900
– – 0.07% 146
2016
Q3 		$320K Sell
8,900
-1,000
-10% -$36.4K 0.09% 137
2016
Q2 		$357K Sell
9,900
-1,200
-11% -$41K 0.12% 100
2016
Q1 		$350K Sell
11,100
-2,800
-20% -$83.2K 0.11% 113
2015
Q4 		$416K Sell
13,900
-600
-4% -$18.7K 0.11% 119
2015
Q3 		$462K Sell
14,500
-200
-1% -$6.05K 0.12% 120
2015
Q2 		$457K Sell
14,700
-2,950
-17% -$93.4K 0.12% 120
2015
Q1 		$565K Sell
17,650
-10,350
-37% -$316K 0.18% 111
2014
Q4 		$855K Sell
28,000
-2,400
-8% -$70.9K 0.33% 83
2014
Q3 		$885K Sell
30,400
-2,800
-8% -$85.2K 0.42% 77
2014
Q2 		$1.03M Sell
33,200
-600
-2% -$18.7K 0.46% 77
2014
Q1 		$1.06M Sell
33,800
-800
-2% -$25.4K 0.55% 62
2013
Q4 		$1.16M Buy
+34,600
New +$1.14M 0.41% 91

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Alpha Cubed Investments's AFL Position: Q1 2020 in Review

Alpha Cubed Investments sold out of Aflac (AFL) in Q1 2020, closing a stake of 3,848 shares — an estimated $204K sold.

Alpha Cubed Investments first reported a position in AFL in Q4 2013 and held it in 24 quarters. The position peaked at $1.16M in Q4 2013. 973 funds tracked by Wall St. Rank hold AFL as of Q1 2020.

  • Alpha Cubed Investments reported no remaining Aflac position as of Q1 2020 after selling out during the quarter.
  • Alpha Cubed Investments sold 3,848 Aflac shares in Q1 2020, an estimated $204K.
  • Alpha Cubed Investments first reported a position in Aflac in Q4 2013 and held it in 24 quarters.
  • Alpha Cubed Investments's Aflac position peaked at $1.16M in Q4 2013.
  • 973 funds tracked by Wall St. Rank held Aflac as of Q1 2020.

Based on Alpha Cubed Investments's 13F filing for Q1 2020, filed 10 Apr 2020.