Apriem Advisors’s Aflac AFL Stock Holding History

Apriem 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
2018 Q3	–	Sell	-1,880	Closed	-$81K	–	154
2018 Q2	$81K	Buy	+1,880	New	+$84.4K	0.02%	200
2017 Q2	–	Sell	-2,080	Closed	-$75K	–	150
2017 Q1	$75K	Sell	2,080 -32	-2%	-$1.13K	0.02%	193
2016 Q4	$73K	Buy	2,112 +80	+4%	+$2.82K	0.02%	190
2016 Q3	$73K	Hold	2,032	–	–	0.02%	190
2016 Q2	$73K	Sell	2,032 -284	-12%	-$9.7K	0.02%	188
2016 Q1	$73K	Buy	2,316 +316	+16%	+$9.39K	0.03%	163
2015 Q4	$60K	Hold	2,000	–	–	0.02%	187
2015 Q3	$58K	Hold	2,000	–	–	0.02%	184
2015 Q2	$62K	Hold	2,000	–	–	0.02%	189
2015 Q1	$64K	Hold	2,000	–	–	0.02%	186
2014 Q4	$61K	Hold	2,000	–	–	0.02%	168
2014 Q3	$58K	Hold	2,000	–	–	0.02%	184
2014 Q2	$62K	Hold	2,000	–	–	0.02%	181
2014 Q1	$63K	Hold	2,000	–	–	0.02%	192
2013 Q4	$67K	Hold	2,000	–	–	0.03%	179
2013 Q3	$62K	Hold	2,000	–	–	0.03%	180
2013 Q2	$58K	Buy	+2,000	New	+$54.2K	0.03%	180

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 $3.37T AUM 44.26% 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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Apriem Advisors's AFL Position: Q3 2018 in Review

Apriem Advisors sold out of Aflac (AFL) in Q3 2018, closing a stake of 1,880 shares — an estimated $81K sold.

Apriem Advisors first reported a position in AFL in Q2 2013 and held it in 17 quarters. The position peaked at $81K in Q2 2018. 1,025 funds tracked by Wall St. Rank hold AFL as of Q3 2018.

Apriem Advisors reported no remaining Aflac position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 1,880 Aflac shares in Q3 2018, an estimated $81K.
Apriem Advisors first reported a position in Aflac in Q2 2013 and held it in 17 quarters.
Apriem Advisors's Aflac position peaked at $81K in Q2 2018.
1,025 funds tracked by Wall St. Rank held Aflac as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.