CWA
AFL icon

Constellation Wealth Advisors’s Aflac AFL Stock Holding History

Constellation Wealth 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
2015
Q3 		– Sell
-56,204
Closed -$1.75M – 85
2015
Q2 		$1.75M Buy
56,204
+7,436
+15% +$235K 0.15% 101
2015
Q1 		$1.56M Buy
48,768
+15,916
+48% +$485K 0.14% 103
2014
Q4 		$1M Buy
32,852
+10,030
+44% +$296K 0.08% 114
2014
Q3 		$665K Buy
+22,822
New +$695K 0.06% 122

Other funds holding AFL

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Constellation Wealth Advisors's AFL Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of Aflac (AFL) in Q3 2015, closing a stake of 56,204 shares — an estimated $1.75M sold.

Constellation Wealth Advisors first reported a position in AFL in Q3 2014 and held it in 4 quarters. The position peaked at $1.75M in Q2 2015. 801 funds tracked by Wall St. Rank hold AFL as of Q3 2015.

  • Constellation Wealth Advisors reported no remaining Aflac position as of Q3 2015 after selling out during the quarter.
  • Constellation Wealth Advisors sold 56,204 Aflac shares in Q3 2015, an estimated $1.75M.
  • Constellation Wealth Advisors first reported a position in Aflac in Q3 2014 and held it in 4 quarters.
  • Constellation Wealth Advisors's Aflac position peaked at $1.75M in Q2 2015.
  • 801 funds tracked by Wall St. Rank held Aflac as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.