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B. Riley Wealth Management’s Aflac AFL Stock Holding History

B. Riley Wealth 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
2015
Q3 		– Sell
-160
Closed -$4K – 154
2015
Q2 		$4K Hold
160
– – ﹤0.01% 872
2015
Q1 		$5K Sell
160
-450
-74% -$13.7K ﹤0.01% 845
2014
Q4 		$18K Sell
610
-200
-25% -$5.91K 0.01% 602
2014
Q3 		$23K Hold
810
– – 0.02% 570
2014
Q2 		$25K Hold
810
– – 0.02% 601
2014
Q1 		$26K Buy
+810
New +$25.7K 0.02% 578

Other funds holding AFL

Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

B. Riley Wealth Management's AFL Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Aflac (AFL) in Q3 2015, closing a stake of 160 shares — an estimated $4K sold.

B. Riley Wealth Management first reported a position in AFL in Q1 2014 and held it in 6 quarters. The position peaked at $26K in Q1 2014. 801 funds tracked by Wall St. Rank hold AFL as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Aflac position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 160 Aflac shares in Q3 2015, an estimated $4K.
  • B. Riley Wealth Management first reported a position in Aflac in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Aflac position peaked at $26K in Q1 2014.
  • 801 funds tracked by Wall St. Rank held Aflac as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.