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BTR Capital Management’s Aflac AFL Stock Holding History

BTR Capital 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
2014
Q1 		– Sell
-6,892
Closed -$230K – 138
2013
Q4 		$230K Hold
6,892
– – 0.07% 129
2013
Q3 		$214K Hold
6,892
– – 0.07% 130
2013
Q2 		$200K Buy
+6,892
New +$187K 0.06% 137

Other funds holding AFL

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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BTR Capital Management's AFL Position: Q1 2014 in Review

BTR Capital Management sold out of Aflac (AFL) in Q1 2014, closing a stake of 6,892 shares — an estimated $230K sold.

BTR Capital Management first reported a position in AFL in Q2 2013 and held it in 3 quarters. The position peaked at $230K in Q4 2013. 821 funds tracked by Wall St. Rank hold AFL as of Q1 2014.

  • BTR Capital Management reported no remaining Aflac position as of Q1 2014 after selling out during the quarter.
  • BTR Capital Management sold 6,892 Aflac shares in Q1 2014, an estimated $230K.
  • BTR Capital Management first reported a position in Aflac in Q2 2013 and held it in 3 quarters.
  • BTR Capital Management's Aflac position peaked at $230K in Q4 2013.
  • 821 funds tracked by Wall St. Rank held Aflac as of Q1 2014.

Based on BTR Capital Management's 13F filing for Q1 2014, filed 9 Apr 2014.