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Aris Wealth Services’s Aflac AFL Stock Holding History

Aris Wealth Services’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
2015
Q3 		$5K Sell
166
-1,374
-89% -$41.6K 0.01% 274
2015
Q2 		$48K Hold
1,540
– – 0.04% 217
2015
Q1 		$49K Buy
+1,540
New +$47K 0.05% 208

Other funds holding AFL

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aris Wealth Services's AFL Position: Q3 2015 in Review

Aris Wealth Services reduced its Aflac (AFL) stake by 89% in Q3 2015, selling an estimated $41.6K and leaving 166 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #274.

Aris Wealth Services first reported a position in AFL in Q1 2015 and has held it in 3 quarters since. The position peaked at $49K in Q1 2015. 800 funds tracked by Wall St. Rank hold AFL as of Q3 2015.

  • Aris Wealth Services held 166 shares of Aflac worth $5K as of Q3 2015.
  • Aris Wealth Services sold 1,374 Aflac shares in Q3 2015, an estimated $41.6K.
  • Aflac made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #274 holding.
  • Aris Wealth Services first reported a position in Aflac in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Aflac position peaked at $49K in Q1 2015.
  • 800 funds tracked by Wall St. Rank held Aflac as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.