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Evanston Advisors’s Aflac AFL Stock Holding History

Evanston 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
2018
Q1 		– Sell
-202,232
Closed -$8.88M – 69
2017
Q4 		$8.88M Sell
202,232
-5,604
-3% -$239K 2.13% 14
2017
Q3 		$8.46M Sell
207,836
-6,430
-3% -$259K 2.03% 13
2017
Q2 		$8.32M Buy
214,266
+3,148
+1% +$118K 2.05% 8
2017
Q1 		$7.64M Buy
211,118
+27,616
+15% +$979K 2.07% 17
2016
Q4 		$6.39M Sell
183,502
-2,170
-1% -$76.4K 1.97% 29
2016
Q3 		$6.67M Sell
185,672
-8,694
-4% -$316K 2.09% 12
2016
Q2 		$7.01M Sell
194,366
-7,364
-4% -$251K 2.29% 8
2016
Q1 		$6.37M Sell
201,730
-1,018
-0.5% -$30.2K 2.1% 19
2015
Q4 		$6.07M Sell
202,748
-2,878
-1% -$89.6K 2.12% 28
2015
Q3 		$5.98M Buy
205,626
+15,680
+8% +$474K 1.98% 20
2015
Q2 		$5.91M Buy
189,946
+2,720
+1% +$86.1K 1.94% 20
2015
Q1 		$5.99M Buy
187,226
+4,506
+2% +$137K 1.96% 20
2014
Q4 		$5.58M Buy
182,720
+1,656
+0.9% +$48.9K 1.97% 27
2014
Q3 		$5.27M Buy
181,064
+10,828
+6% +$330K 1.79% 31
2014
Q2 		$5.3M Buy
170,236
+6,792
+4% +$212K 1.84% 30
2014
Q1 		$5.15M Sell
163,444
-1,686
-1% -$53.6K 1.84% 33
2013
Q4 		$5.51M Sell
165,130
-2,382
-1% -$78.1K 2.08% 16
2013
Q3 		$5.19M Sell
167,512
-3,428
-2% -$103K 2.09% 13
2013
Q2 		$4.97M Buy
+170,940
New +$4.64M 2.21% 12

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evanston Advisors's AFL Position: Q1 2018 in Review

Evanston Advisors sold out of Aflac (AFL) in Q1 2018, closing a stake of 202,232 shares — an estimated $8.88M sold.

Evanston Advisors first reported a position in AFL in Q2 2013 and held it in 19 quarters. The position peaked at $8.88M in Q4 2017. 1,011 funds tracked by Wall St. Rank hold AFL as of Q1 2018.

  • Evanston Advisors reported no remaining Aflac position as of Q1 2018 after selling out during the quarter.
  • Evanston Advisors sold 202,232 Aflac shares in Q1 2018, an estimated $8.88M.
  • Evanston Advisors first reported a position in Aflac in Q2 2013 and held it in 19 quarters.
  • Evanston Advisors's Aflac position peaked at $8.88M in Q4 2017.
  • 1,011 funds tracked by Wall St. Rank held Aflac as of Q1 2018.

Based on Evanston Advisors's 13F filing for Q1 2018, filed 9 May 2018.