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Evelyn V. Moreno’s Aflac AFL Stock Holding History

Evelyn V. Moreno’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
2017
Q1 		– Sell
-12,650
Closed -$440K – 70
2016
Q4 		$440K Sell
12,650
-44,536
-78% -$1.57M 0.16% 56
2016
Q3 		$2.06M Sell
57,186
-5,830
-9% -$212K 0.75% 49
2016
Q2 		$2.27M Sell
63,016
-36,110
-36% -$1.23M 0.86% 47
2016
Q1 		$3.13M Sell
99,126
-830
-0.8% -$24.7K 1.21% 42
2015
Q4 		$2.99M Hold
99,956
– – 1.25% 43
2015
Q3 		$2.9M Sell
99,956
-66
-0.1% -$2K 1.25% 42
2015
Q2 		$3.11M Sell
100,022
-3,550
-3% -$112K 1.24% 45
2015
Q1 		$3.31M Sell
103,572
-5,640
-5% -$172K 1.25% 45
2014
Q4 		$3.34M Buy
109,212
+496
+0.5% +$14.6K 1.23% 47
2014
Q3 		$3.17M Buy
108,716
+88
+0.1% +$2.68K 1.22% 47
2014
Q2 		$3.38M Buy
108,628
+5,610
+5% +$175K 1.27% 45
2014
Q1 		$3.25M Buy
103,018
+720
+0.7% +$22.9K 1.28% 42
2013
Q4 		$3.42M Buy
+102,298
New +$3.36M 1.41% 38

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evelyn V. Moreno's AFL Position: Q1 2017 in Review

Evelyn V. Moreno sold out of Aflac (AFL) in Q1 2017, closing a stake of 12,650 shares — an estimated $440K sold.

Evelyn V. Moreno first reported a position in AFL in Q4 2013 and held it in 13 quarters. The position peaked at $3.42M in Q4 2013. 908 funds tracked by Wall St. Rank hold AFL as of Q1 2017.

  • Evelyn V. Moreno reported no remaining Aflac position as of Q1 2017 after selling out during the quarter.
  • Evelyn V. Moreno sold 12,650 Aflac shares in Q1 2017, an estimated $440K.
  • Evelyn V. Moreno first reported a position in Aflac in Q4 2013 and held it in 13 quarters.
  • Evelyn V. Moreno's Aflac position peaked at $3.42M in Q4 2013.
  • 908 funds tracked by Wall St. Rank held Aflac as of Q1 2017.

Based on Evelyn V. Moreno's 13F filing for Q1 2017, filed 5 Apr 2017.