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Asset Planning Services (Pennsylvania)’s Aflac AFL Stock Holding History

Asset Planning Services (Pennsylvania)’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 		– Sell
-1,714
Closed -$53K – 232
2015
Q2 		$53K Buy
+1,714
New +$54.2K 0.05% 111

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

Asset Planning Services (Pennsylvania)'s AFL Position: Q3 2015 in Review

Asset Planning Services (Pennsylvania) sold out of Aflac (AFL) in Q3 2015, closing a stake of 1,714 shares — an estimated $53K sold.

Asset Planning Services (Pennsylvania) first reported a position in AFL in Q2 2015 and held it in 1 quarter. The position peaked at $53K in Q2 2015. 800 funds tracked by Wall St. Rank hold AFL as of Q3 2015.

  • Asset Planning Services (Pennsylvania) reported no remaining Aflac position as of Q3 2015 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 1,714 Aflac shares in Q3 2015, an estimated $53K.
  • Asset Planning Services (Pennsylvania) first reported a position in Aflac in Q2 2015 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s Aflac position peaked at $53K in Q2 2015.
  • 800 funds tracked by Wall St. Rank held Aflac as of Q3 2015.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2015, filed 13 Jan 2017.