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Concert Wealth Management’s Aflac AFL Stock Holding History

Concert Wealth 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
Q2 		– Sell
-40,258
Closed -$1.4M – 161
2017
Q1 		$1.4M Sell
40,258
-766
-2% -$27.1K 0.32% 85
2016
Q4 		$1.43M Sell
41,024
-9,660
-19% -$340K 0.32% 81
2016
Q3 		$1.83M Buy
50,684
+392
+0.8% +$14.3K 0.22% 113
2016
Q2 		$1.82M Buy
50,292
+2,646
+6% +$90.3K 0.25% 104
2016
Q1 		$1.5M Sell
47,646
-2,242
-4% -$66.6K 0.2% 123
2015
Q4 		$1.49M Sell
49,888
-286
-0.6% -$8.9K 0.2% 125
2015
Q3 		$1.46M Sell
50,174
-1,596
-3% -$48.3K 0.2% 128
2015
Q2 		$1.61M Buy
51,770
+2,156
+4% +$68.2K 0.21% 118
2015
Q1 		$76K Buy
49,614
+2,004
+4% +$61.1K 0.02% 431
2014
Q4 		$1.46M Sell
47,610
-108
-0.2% -$3.19K 0.22% 115
2014
Q3 		$1.39M Sell
47,718
-432
-0.9% -$13.1K 0.19% 86
2014
Q2 		$1.49M Buy
48,150
+90
+0.2% +$2.81K 0.18% 75
2014
Q1 		$1.51M Buy
48,060
+240
+0.5% +$7.63K 0.19% 77
2013
Q4 		$1.6M Buy
47,820
+416
+0.9% +$13.6K 0.2% 73
2013
Q3 		$1.47M Sell
47,404
-32
-0.1% -$963 0.21% 71
2013
Q2 		$1.38M Buy
+47,436
New +$1.29M 0.21% 62

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Concert Wealth Management's AFL Position: Q2 2017 in Review

Concert Wealth Management sold out of Aflac (AFL) in Q2 2017, closing a stake of 40,258 shares — an estimated $1.4M sold.

Concert Wealth Management first reported a position in AFL in Q2 2013 and held it in 16 quarters. The position peaked at $1.83M in Q3 2016. 921 funds tracked by Wall St. Rank hold AFL as of Q2 2017.

  • Concert Wealth Management reported no remaining Aflac position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 40,258 Aflac shares in Q2 2017, an estimated $1.4M.
  • Concert Wealth Management first reported a position in Aflac in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Aflac position peaked at $1.83M in Q3 2016.
  • 921 funds tracked by Wall St. Rank held Aflac as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.