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Elite Wealth Management’s Aflac AFL Stock Holding History

Elite Wealth 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
2014
Q4 		– Sell
-3,708
Closed -$108K – 79
2014
Q3 		$108K Sell
3,708
-1,000
-21% -$30.4K 0.1% 83
2014
Q2 		$147K Hold
4,708
– – 0.15% 69
2014
Q1 		$148K Hold
4,708
– – 0.12% 74
2013
Q4 		$157K Hold
4,708
– – 0.11% 84
2013
Q3 		$146K Buy
4,708
+1,000
+27% +$30.1K 0.13% 89
2013
Q2 		$108K Buy
+3,708
New +$101K 0.16% 67

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elite Wealth Management's AFL Position: Q4 2014 in Review

Elite Wealth Management sold out of Aflac (AFL) in Q4 2014, closing a stake of 3,708 shares — an estimated $108K sold.

Elite Wealth Management first reported a position in AFL in Q2 2013 and held it in 6 quarters. The position peaked at $157K in Q4 2013. 779 funds tracked by Wall St. Rank hold AFL as of Q4 2014.

  • Elite Wealth Management reported no remaining Aflac position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 3,708 Aflac shares in Q4 2014, an estimated $108K.
  • Elite Wealth Management first reported a position in Aflac in Q2 2013 and held it in 6 quarters.
  • Elite Wealth Management's Aflac position peaked at $157K in Q4 2013.
  • 779 funds tracked by Wall St. Rank held Aflac as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.