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Calvert Investment Management’s Aflac AFL Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-55,550
Closed -$1.93M – 19
2016
Q4 		$1.93M Sell
55,550
-7,308
-12% -$257K 0.07% 292
2016
Q3 		$2.26M Buy
62,858
+822
+1% +$29.9K 0.08% 278
2016
Q2 		$2.24M Buy
62,036
+1,642
+3% +$56.1K 0.09% 239
2016
Q1 		$1.91M Buy
60,394
+5,050
+9% +$150K 0.08% 231
2015
Q4 		$1.66M Buy
55,344
+16,906
+44% +$526K 0.08% 227
2015
Q3 		$1.12M Buy
38,438
+1,956
+5% +$59.2K 0.06% 211
2015
Q2 		$1.14M Sell
36,482
-2,694
-7% -$85.3K 0.05% 225
2015
Q1 		$1.25M Buy
39,176
+3,526
+10% +$108K 0.08% 204
2014
Q4 		$1.09M Buy
35,650
+2,416
+7% +$71.3K 0.07% 212
2014
Q3 		$968K Buy
33,234
+24,496
+280% +$746K 0.07% 208
2014
Q2 		$272K Sell
8,738
-250,362
-97% -$7.81M 0.02% 311
2014
Q1 		$8.17M Buy
259,100
+101,766
+65% +$3.23M 0.58% 64
2013
Q4 		$5.25M Buy
157,334
+137,174
+680% +$4.5M 0.38% 82
2013
Q3 		$625K Sell
20,160
-390
-2% -$11.7K 0.08% 198
2013
Q2 		$597K Buy
+20,550
New +$557K 0.08% 189

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Calvert Investment Management's AFL Position: Q1 2017 in Review

Calvert Investment Management sold out of Aflac (AFL) in Q1 2017, closing a stake of 55,550 shares — an estimated $1.93M sold.

Calvert Investment Management first reported a position in AFL in Q2 2013 and held it in 15 quarters. The position peaked at $8.17M in Q1 2014. 908 funds tracked by Wall St. Rank hold AFL as of Q1 2017.

  • Calvert Investment Management reported no remaining Aflac position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 55,550 Aflac shares in Q1 2017, an estimated $1.93M.
  • Calvert Investment Management first reported a position in Aflac in Q2 2013 and held it in 15 quarters.
  • Calvert Investment Management's Aflac position peaked at $8.17M in Q1 2014.
  • 908 funds tracked by Wall St. Rank held Aflac as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.