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Dumont & Blake Investment Advisors’s Aflac AFL Stock Holding History

Dumont & Blake Investment 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
2014
Q3 		– Sell
-13,866
Closed -$432K – 156
2014
Q2 		$432K Sell
13,866
-22,050
-61% -$688K 0.22% 125
2014
Q1 		$1.13M Sell
35,916
-15,274
-30% -$485K 0.59% 63
2013
Q4 		$1.71M Sell
51,190
-5,350
-9% -$176K 0.88% 36
2013
Q3 		$1.75M Sell
56,540
-14,880
-21% -$448K 0.83% 38
2013
Q2 		$2.08M Buy
+71,420
New +$1.94M 1.25% 19

Other funds holding AFL

Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dumont & Blake Investment Advisors's AFL Position: Q3 2014 in Review

Dumont & Blake Investment Advisors sold out of Aflac (AFL) in Q3 2014, closing a stake of 13,866 shares — an estimated $432K sold.

Dumont & Blake Investment Advisors first reported a position in AFL in Q2 2013 and held it in 5 quarters. The position peaked at $2.08M in Q2 2013. 768 funds tracked by Wall St. Rank hold AFL as of Q3 2014.

  • Dumont & Blake Investment Advisors reported no remaining Aflac position as of Q3 2014 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 13,866 Aflac shares in Q3 2014, an estimated $432K.
  • Dumont & Blake Investment Advisors first reported a position in Aflac in Q2 2013 and held it in 5 quarters.
  • Dumont & Blake Investment Advisors's Aflac position peaked at $2.08M in Q2 2013.
  • 768 funds tracked by Wall St. Rank held Aflac as of Q3 2014.

Based on Dumont & Blake Investment Advisors's 13F filing for Q3 2014, filed 28 Oct 2014.