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Cascade Investment Advisors’s Aflac AFL Stock Holding History

Cascade Investment 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
2018
Q1 		– Sell
-32,700
Closed -$1.44M – 213
2017
Q4 		$1.44M Sell
32,700
-5,430
-14% -$232K 1.14% 34
2017
Q3 		$1.55M Buy
38,130
+150
+0.4% +$6.04K 1.29% 26
2017
Q2 		$1.48M Buy
37,980
+50
+0.1% +$1.88K 1.26% 27
2017
Q1 		$1.37M Buy
37,930
+480
+1% +$17K 1.2% 36
2016
Q4 		$1.3M Buy
+37,450
New +$1.32M 1.11% 45
2016
Q2 		$1.24M Buy
+34,450
New +$1.18M 1.2% 41

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

Cascade Investment Advisors's AFL Position: Q1 2018 in Review

Cascade Investment Advisors sold out of Aflac (AFL) in Q1 2018, closing a stake of 32,700 shares — an estimated $1.44M sold.

Cascade Investment Advisors first reported a position in AFL in Q2 2016 and held it in 6 quarters. The position peaked at $1.55M in Q3 2017. 1,011 funds tracked by Wall St. Rank hold AFL as of Q1 2018.

  • Cascade Investment Advisors reported no remaining Aflac position as of Q1 2018 after selling out during the quarter.
  • Cascade Investment Advisors sold 32,700 Aflac shares in Q1 2018, an estimated $1.44M.
  • Cascade Investment Advisors first reported a position in Aflac in Q2 2016 and held it in 6 quarters.
  • Cascade Investment Advisors's Aflac position peaked at $1.55M in Q3 2017.
  • 1,011 funds tracked by Wall St. Rank held Aflac as of Q1 2018.

Based on Cascade Investment Advisors's 13F filing for Q1 2018, filed 23 Apr 2018.