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Banyan Partners’s Aflac AFL Stock Holding History

Banyan Partners’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
2014
Q3 		$6.83M Buy
234,332
+3,394
+1% +$103K 0.58% 50
2014
Q2 		$7.19M Sell
230,938
-39,460
-15% -$1.23M 0.61% 43
2014
Q1 		$8.52M Sell
270,398
-25,652
-9% -$815K 0.73% 36
2013
Q4 		$9.89M Buy
+296,050
New +$9.71M 0.69% 32
2013
Q3 		– Sell
-247,784
Closed -$7.2M – 342
2013
Q2 		$7.2M Buy
+247,784
New +$6.72M 1.42% 21

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Banyan Partners's AFL Position: Q3 2014 in Review

Banyan Partners increased its Aflac (AFL) stake by 1.5% in Q3 2014, buying an estimated $103K and bringing the position to 234,332 shares worth $6.83M. The position accounts for 0.58% of the portfolio, ranked #50.

Banyan Partners first reported a position in AFL in Q2 2013 and has held it in 5 quarters since. The position peaked at $9.89M in Q4 2013. 768 funds tracked by Wall St. Rank hold AFL as of Q3 2014.

  • Banyan Partners held 234,332 shares of Aflac worth $6.83M as of Q3 2014.
  • Banyan Partners bought 3,394 Aflac shares in Q3 2014, an estimated $103K.
  • Aflac made up 0.58% of Banyan Partners's portfolio in Q3 2014, its #50 holding.
  • Banyan Partners first reported a position in Aflac in Q2 2013 and has held it in 5 quarters since.
  • Banyan Partners's Aflac position peaked at $9.89M in Q4 2013.
  • 768 funds tracked by Wall St. Rank held Aflac as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.