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BKS Advisors’s Aflac AFL Stock Holding History

BKS 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
2019
Q1 		$431K Hold
8,622
– – 0.17% 123
2018
Q4 		$393K Sell
8,622
-2,002
-19% -$89K 0.18% 125
2018
Q3 		$500K Buy
10,624
+4,500
+73% +$206K 0.18% 130
2018
Q2 		$263K Buy
6,124
+22
+0.4% +$988 0.09% 176
2018
Q1 		$267K Hold
6,102
– – 0.1% 172
2017
Q4 		$268K Hold
6,102
– – 0.1% 168
2017
Q3 		$248K Hold
6,102
– – 0.1% 168
2017
Q2 		$237K Hold
6,102
– – 0.1% 174
2017
Q1 		$221K Buy
6,102
+42
+0.7% +$1.49K 0.1% 174
2016
Q4 		$211K Hold
6,060
– – 0.1% 169
2016
Q3 		$218K Sell
6,060
-800
-12% -$29.1K 0.1% 157
2016
Q2 		$248K Buy
+6,860
New +$234K 0.13% 150
2015
Q2 		– Sell
-6,460
Closed -$207K – 160
2015
Q1 		$207K Buy
+6,460
New +$197K 0.1% 149

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

BKS Advisors's AFL Position: Q1 2019 in Review

BKS Advisors held its Aflac (AFL) position steady in Q1 2019 at 8,622 shares worth $431K. The position accounts for 0.17% of the portfolio, ranked #123.

BKS Advisors first reported a position in AFL in Q1 2015 and has held it in 13 quarters since. The position peaked at $500K in Q3 2018. 1,050 funds tracked by Wall St. Rank hold AFL as of Q1 2019.

  • BKS Advisors held 8,622 shares of Aflac worth $431K as of Q1 2019.
  • BKS Advisors left its Aflac share count unchanged in Q1 2019.
  • Aflac made up 0.17% of BKS Advisors's portfolio in Q1 2019, its #123 holding.
  • BKS Advisors first reported a position in Aflac in Q1 2015 and has held it in 13 quarters since.
  • BKS Advisors's Aflac position peaked at $500K in Q3 2018.
  • 1,050 funds tracked by Wall St. Rank held Aflac as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.