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Capital Management Associates (New York)’s Aflac AFL Stock Holding History

Capital Management Associates (New York)’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
Q1 		– Sell
-4,600
Closed -$202K – 119
2017
Q4 		$202K Buy
+4,600
New +$196K 0.29% 117
2016
Q2 		– Sell
-17,400
Closed -$549K – 114
2016
Q1 		$549K Sell
17,400
-130
-0.7% -$3.86K 0.99% 42
2015
Q4 		$525K Sell
17,530
-270
-2% -$8.4K 0.76% 50
2015
Q3 		$517K Buy
17,800
+3,000
+20% +$90.8K 0.8% 47
2015
Q2 		$460K Buy
+14,800
New +$468K 0.61% 73

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Management Associates (New York)'s AFL Position: Q1 2018 in Review

Capital Management Associates (New York) sold out of Aflac (AFL) in Q1 2018, closing a stake of 4,600 shares — an estimated $202K sold.

Capital Management Associates (New York) first reported a position in AFL in Q2 2015 and held it in 5 quarters. The position peaked at $549K in Q1 2016. 1,011 funds tracked by Wall St. Rank hold AFL as of Q1 2018.

  • Capital Management Associates (New York) reported no remaining Aflac position as of Q1 2018 after selling out during the quarter.
  • Capital Management Associates (New York) sold 4,600 Aflac shares in Q1 2018, an estimated $202K.
  • Capital Management Associates (New York) first reported a position in Aflac in Q2 2015 and held it in 5 quarters.
  • Capital Management Associates (New York)'s Aflac position peaked at $549K in Q1 2016.
  • 1,011 funds tracked by Wall St. Rank held Aflac as of Q1 2018.

Based on Capital Management Associates (New York)'s 13F filing for Q1 2018, filed 3 May 2018.