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Duff & Phelps Investment Management’s Aflac AFL Stock Holding History

Duff & Phelps Investment 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
2013
Q4 		– Sell
-49,240
Closed -$1.53M – 217
2013
Q3 		$1.53M Hold
49,240
– – 0.03% 177
2013
Q2 		$1.43M Buy
+49,240
New +$1.34M 0.02% 174

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Duff & Phelps Investment Management's AFL Position: Q4 2013 in Review

Duff & Phelps Investment Management sold out of Aflac (AFL) in Q4 2013, closing a stake of 49,240 shares — an estimated $1.53M sold.

Duff & Phelps Investment Management first reported a position in AFL in Q2 2013 and held it in 2 quarters. The position peaked at $1.53M in Q3 2013. 819 funds tracked by Wall St. Rank hold AFL as of Q4 2013.

  • Duff & Phelps Investment Management reported no remaining Aflac position as of Q4 2013 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 49,240 Aflac shares in Q4 2013, an estimated $1.53M.
  • Duff & Phelps Investment Management first reported a position in Aflac in Q2 2013 and held it in 2 quarters.
  • Duff & Phelps Investment Management's Aflac position peaked at $1.53M in Q3 2013.
  • 819 funds tracked by Wall St. Rank held Aflac as of Q4 2013.

Based on Duff & Phelps Investment Management's 13F filing for Q4 2013, filed 15 Jan 2014.