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Emerson Investment Management’s Aflac AFL Stock Holding History

Emerson 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
2015
Q1 		– Sell
-183,884
Closed -$5.62M – 147
2014
Q4 		$5.62M Sell
183,884
-11,830
-6% -$349K 1.09% 37
2014
Q3 		$5.7M Sell
195,714
-20,250
-9% -$616K 1.12% 29
2014
Q2 		$6.72M Sell
215,964
-9,800
-4% -$306K 1.32% 24
2014
Q1 		$7.12M Buy
225,764
+1,680
+0.7% +$53.4K 1.46% 22
2013
Q4 		$7.48M Sell
224,084
-2,530
-1% -$83K 1.57% 18
2013
Q3 		$7.02M Buy
226,614
+34,340
+18% +$1.03M 1.57% 21
2013
Q2 		$5.59M Buy
+192,274
New +$5.22M 1.3% 30

Other funds holding AFL

Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Emerson Investment Management's AFL Position: Q1 2015 in Review

Emerson Investment Management sold out of Aflac (AFL) in Q1 2015, closing a stake of 183,884 shares — an estimated $5.62M sold.

Emerson Investment Management first reported a position in AFL in Q2 2013 and held it in 7 quarters. The position peaked at $7.48M in Q4 2013. 792 funds tracked by Wall St. Rank hold AFL as of Q1 2015.

  • Emerson Investment Management reported no remaining Aflac position as of Q1 2015 after selling out during the quarter.
  • Emerson Investment Management sold 183,884 Aflac shares in Q1 2015, an estimated $5.62M.
  • Emerson Investment Management first reported a position in Aflac in Q2 2013 and held it in 7 quarters.
  • Emerson Investment Management's Aflac position peaked at $7.48M in Q4 2013.
  • 792 funds tracked by Wall St. Rank held Aflac as of Q1 2015.

Based on Emerson Investment Management's 13F filing for Q1 2015, filed 14 May 2015.