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Domani Wealth’s Aflac AFL Stock Holding History

Domani Wealth’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
2016
Q4 		– Sell
-8,120
Closed -$292K – 100
2016
Q3 		$292K Sell
8,120
-2,006
-20% -$73K 0.11% 92
2016
Q2 		$365K Sell
10,126
-1,104
-10% -$37.7K 0.14% 77
2016
Q1 		$355K Buy
11,230
+726
+7% +$21.6K 0.13% 86
2015
Q4 		$315K Buy
10,504
+1,086
+12% +$33.8K 0.12% 90
2015
Q3 		$274K Buy
9,418
+724
+8% +$21.9K 0.15% 79
2015
Q2 		$270K Buy
8,694
+8,166
+1,547% +$258K 0.15% 73
2015
Q1 		$4.13K Buy
+528
New +$16.1K 0.06% 73

Other funds holding AFL

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Domani Wealth's AFL Position: Q4 2016 in Review

Domani Wealth sold out of Aflac (AFL) in Q4 2016, closing a stake of 8,120 shares — an estimated $292K sold.

Domani Wealth first reported a position in AFL in Q1 2015 and held it in 7 quarters. The position peaked at $365K in Q2 2016. 912 funds tracked by Wall St. Rank hold AFL as of Q4 2016.

  • Domani Wealth reported no remaining Aflac position as of Q4 2016 after selling out during the quarter.
  • Domani Wealth sold 8,120 Aflac shares in Q4 2016, an estimated $292K.
  • Domani Wealth first reported a position in Aflac in Q1 2015 and held it in 7 quarters.
  • Domani Wealth's Aflac position peaked at $365K in Q2 2016.
  • 912 funds tracked by Wall St. Rank held Aflac as of Q4 2016.

Based on Domani Wealth's 13F filing for Q4 2016, filed 3 Feb 2017.