First Allied Advisory Services’s Aflac AFL Stock Holding History

First Allied Advisory Services’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
2020 Q3	$2.66M	Sell	73,153 -1,015	-1%	-$37K	0.09%	233
2020 Q2	$2.67M	Buy	74,168 +5,136	+7%	+$186K	0.1%	220
2020 Q1	$2.36M	Sell	69,032 -9,116	-12%	-$417K	0.1%	209
2019 Q4	$4.14M	Sell	78,148 -2,763	-3%	-$147K	0.14%	171
2019 Q3	$4.24M	Sell	80,911 -4,191	-5%	-$221K	0.15%	162
2019 Q2	$4.67M	Sell	85,102 -120	-0.1%	-$6.19K	0.16%	154
2019 Q1	$4.29M	Sell	85,222 -1,749	-2%	-$84.3K	0.15%	170
2018 Q4	$3.98M	Sell	86,971 -3,413	-4%	-$152K	0.16%	160
2018 Q3	$4.25M	Buy	90,384 +1,648	+2%	+$75.4K	0.15%	165
2018 Q2	$3.83M	Sell	88,736 -5,557	-6%	-$250K	0.14%	177
2018 Q1	$4.16M	Buy	94,293 +657	+0.7%	+$29.1K	0.16%	163
2017 Q4	$4.14M	Sell	93,636 -558	-0.6%	-$23.8K	0.16%	153
2017 Q3	$3.82M	Sell	94,194 -4,598	-5%	-$185K	0.16%	154
2017 Q2	$3.8M	Buy	98,792 +308	+0.3%	+$11.6K	0.17%	151
2017 Q1	$3.58M	Sell	98,484 -4,742	-5%	-$168K	0.18%	127
2016 Q4	$3.59M	Sell	103,226 -5,794	-5%	-$204K	0.18%	136
2016 Q3	$3.92M	Buy	109,020 +3,170	+3%	+$115K	0.21%	123
2016 Q2	$3.78M	Sell	105,850 -8,002	-7%	-$273K	0.21%	121
2016 Q1	$3.58M	Sell	113,852 -2,386	-2%	-$70.9K	0.2%	127
2015 Q4	$3.49M	Buy	116,238 +5,272	+5%	+$164K	0.18%	132
2015 Q3	$3.26M	Buy	110,966 +43,202	+64%	+$1.31M	0.18%	133
2015 Q2	$2.09M	Buy	67,764 +826	+1%	+$26.1K	0.09%	251
2015 Q1	$2.13M	Buy	66,938 +3,726	+6%	+$114K	0.14%	186
2014 Q4	$1.92M	Sell	63,212 -10,650	-14%	-$315K	0.14%	183
2014 Q3	$2.16M	Buy	+73,862	New	+$2.25M	0.17%	140
2014 Q2	–	Sell	-65,568	Closed	-$2.05M	–	987
2014 Q1	$2.05M	Sell	65,568 -232	-0.4%	-$7.37K	0.15%	165
2013 Q4	$2.2M	Sell	65,800 -1,006	-2%	-$33K	0.18%	156
2013 Q3	$2.05M	Buy	66,806 +3,934	+6%	+$118K	0.12%	193
2013 Q2	$1.83M	Buy	+62,872	New	+$1.71M	0.15%	179

Other funds holding AFL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

First Allied Advisory Services's AFL Position: Q3 2020 in Review

First Allied Advisory Services reduced its Aflac (AFL) stake by 1.4% in Q3 2020, selling an estimated $37K and leaving 73,153 shares worth $2.66M. The position accounts for 0.09% of the portfolio, ranked #233.

First Allied Advisory Services first reported a position in AFL in Q2 2013 and has held it in 29 quarters since. The position peaked at $4.67M in Q2 2019. 941 funds tracked by Wall St. Rank hold AFL as of Q3 2020.

First Allied Advisory Services held 73,153 shares of Aflac worth $2.66M as of Q3 2020.
First Allied Advisory Services sold 1,015 Aflac shares in Q3 2020, an estimated $37K.
Aflac made up 0.09% of First Allied Advisory Services's portfolio in Q3 2020, its #233 holding.
First Allied Advisory Services first reported a position in Aflac in Q2 2013 and has held it in 29 quarters since.
First Allied Advisory Services's Aflac position peaked at $4.67M in Q2 2019.
941 funds tracked by Wall St. Rank held Aflac as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.