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Financial Advocates Investment Management’s Aflac AFL Stock Holding History

Financial Advocates 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
2018
Q4 		– Sell
-5,319
Closed -$250K – 422
2018
Q3 		$250K Sell
5,319
-2
-0% -$92 0.03% 432
2018
Q2 		$229K Buy
5,321
+69
+1% +$3.1K 0.03% 433
2018
Q1 		$230K Buy
5,252
+306
+6% +$13.5K 0.03% 427
2017
Q4 		$217K Buy
+4,946
New +$211K 0.03% 438

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 $530B AUM 22.01% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Financial Advocates Investment Management's AFL Position: Q4 2018 in Review

Financial Advocates Investment Management sold out of Aflac (AFL) in Q4 2018, closing a stake of 5,319 shares — an estimated $250K sold.

Financial Advocates Investment Management first reported a position in AFL in Q4 2017 and held it in 4 quarters. The position peaked at $250K in Q3 2018. 1,053 funds tracked by Wall St. Rank hold AFL as of Q4 2018.

  • Financial Advocates Investment Management reported no remaining Aflac position as of Q4 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,319 Aflac shares in Q4 2018, an estimated $250K.
  • Financial Advocates Investment Management first reported a position in Aflac in Q4 2017 and held it in 4 quarters.
  • Financial Advocates Investment Management's Aflac position peaked at $250K in Q3 2018.
  • 1,053 funds tracked by Wall St. Rank held Aflac as of Q4 2018.

Based on Financial Advocates Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.