Ballew Advisors’s Aflac AFL Stock Holding History

Ballew 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 Q4	–	Sell	-736	Closed	-$31K	–	101
2018 Q3	$31K	Hold	736	–	–	0.03%	199
2018 Q2	$32K	Hold	736	–	–	0.04%	194
2018 Q1	$32K	Buy	+736	New	+$32.6K	0.03%	200

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Ballew Advisors's AFL Position: Q4 2018 in Review

Ballew Advisors sold out of Aflac (AFL) in Q4 2018, closing a stake of 736 shares — an estimated $31K sold.

Ballew Advisors first reported a position in AFL in Q1 2018 and held it in 3 quarters. The position peaked at $32K in Q2 2018. 1,053 funds tracked by Wall St. Rank hold AFL as of Q4 2018.

Ballew Advisors reported no remaining Aflac position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 736 Aflac shares in Q4 2018, an estimated $31K.
Ballew Advisors first reported a position in Aflac in Q1 2018 and held it in 3 quarters.
Ballew Advisors's Aflac position peaked at $32K in Q2 2018.
1,053 funds tracked by Wall St. Rank held Aflac as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.