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Cypress Wealth Advisors’s Aflac AFL Stock Holding History

Cypress 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
2017
Q2 		– Sell
-9,398
Closed -$340K – 89
2017
Q1 		$340K Buy
9,398
+590
+7% +$20.9K 0.16% 127
2016
Q4 		$307K Sell
8,808
-42
-0.5% -$1.48K 0.14% 132
2016
Q3 		$318K Buy
8,850
+42
+0.5% +$1.53K 0.14% 131
2016
Q2 		$318K Buy
8,808
+128
+1% +$4.37K 0.16% 125
2016
Q1 		$274K Buy
8,680
+228
+3% +$6.77K 0.13% 142
2015
Q4 		$253K Buy
8,452
+88
+1% +$2.74K 0.13% 147
2015
Q3 		$243K Buy
+8,364
New +$253K 0.13% 150

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

Cypress Wealth Advisors's AFL Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Aflac (AFL) in Q2 2017, closing a stake of 9,398 shares — an estimated $340K sold.

Cypress Wealth Advisors first reported a position in AFL in Q3 2015 and held it in 7 quarters. The position peaked at $340K in Q1 2017. 921 funds tracked by Wall St. Rank hold AFL as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Aflac position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 9,398 Aflac shares in Q2 2017, an estimated $340K.
  • Cypress Wealth Advisors first reported a position in Aflac in Q3 2015 and held it in 7 quarters.
  • Cypress Wealth Advisors's Aflac position peaked at $340K in Q1 2017.
  • 921 funds tracked by Wall St. Rank held Aflac as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.