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Arcadia Investment Management’s Aflac AFL Stock Holding History

Arcadia Investment 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
2017
Q4 		– Sell
-2,400
Closed -$98K – 358
2017
Q3 		$98K Hold
2,400
– – 0.03% 160
2017
Q2 		$93K Hold
2,400
– – 0.03% 163
2017
Q1 		$87K Sell
2,400
-2,000
-45% -$70.9K 0.03% 166
2016
Q4 		$153K Buy
4,400
+2,000
+83% +$70.4K 0.05% 134
2016
Q3 		$86K Hold
2,400
– – 0.03% 152
2016
Q2 		$87K Sell
2,400
-2,200
-48% -$75.1K 0.03% 151
2016
Q1 		$145K Hold
4,600
– – 0.05% 120
2015
Q4 		$138K Hold
4,600
– – 0.04% 124
2015
Q3 		$133K Sell
4,600
-1,764
-28% -$53.4K 0.04% 107
2015
Q2 		$197K Sell
6,364
-1,200
-16% -$38K 0.05% 104
2015
Q1 		$242K Sell
7,564
-400
-5% -$12.2K 0.07% 96
2014
Q4 		$243K Sell
7,964
-1,900
-19% -$56.1K 0.07% 96
2014
Q3 		$287K Sell
9,864
-29,400
-75% -$895K 0.09% 89
2014
Q2 		$1.22M Sell
39,264
-85,980
-69% -$2.68M 0.36% 66
2014
Q1 		$3.95M Sell
125,244
-50,636
-29% -$1.61M 1.15% 37
2013
Q4 		$5.87M Buy
175,880
+700
+0.4% +$23K 1.39% 29
2013
Q3 		$5.43M Sell
175,180
-2,800
-2% -$84.3K 1.42% 29
2013
Q2 		$5.17M Buy
+177,980
New +$4.83M 1.47% 22

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arcadia Investment Management's AFL Position: Q4 2017 in Review

Arcadia Investment Management sold out of Aflac (AFL) in Q4 2017, closing a stake of 2,400 shares — an estimated $98K sold.

Arcadia Investment Management first reported a position in AFL in Q2 2013 and held it in 18 quarters. The position peaked at $5.87M in Q4 2013. 990 funds tracked by Wall St. Rank hold AFL as of Q4 2017.

  • Arcadia Investment Management reported no remaining Aflac position as of Q4 2017 after selling out during the quarter.
  • Arcadia Investment Management sold 2,400 Aflac shares in Q4 2017, an estimated $98K.
  • Arcadia Investment Management first reported a position in Aflac in Q2 2013 and held it in 18 quarters.
  • Arcadia Investment Management's Aflac position peaked at $5.87M in Q4 2013.
  • 990 funds tracked by Wall St. Rank held Aflac as of Q4 2017.

Based on Arcadia Investment Management's 13F filing for Q4 2017, filed 30 Jan 2018.