First Foundation Advisors’s Aflac AFL Stock Holding History

First Foundation 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
2017 Q3	–	Sell	-5,518	Closed	-$214K	–	311
2017 Q2	$214K	Buy	+5,518	New	+$207K	0.01%	290
2017 Q1	–	Sell	-6,152	Closed	-$214K	–	315
2016 Q4	$214K	Buy	+6,152	New	+$217K	0.01%	285
2015 Q1	–	Sell	-6,632	Closed	-$203K	–	244
2014 Q4	$203K	Buy	+6,632	New	+$196K	0.02%	219
2014 Q3	–	Sell	-6,590	Closed	-$205K	–	242
2014 Q2	$205K	Buy	+6,590	New	+$206K	0.02%	210

Other funds holding AFL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Foundation Advisors's AFL Position: Q3 2017 in Review

First Foundation Advisors sold out of Aflac (AFL) in Q3 2017, closing a stake of 5,518 shares — an estimated $214K sold.

First Foundation Advisors first reported a position in AFL in Q2 2014 and held it in 4 quarters. The position peaked at $214K in Q2 2017. 922 funds tracked by Wall St. Rank hold AFL as of Q3 2017.

First Foundation Advisors reported no remaining Aflac position as of Q3 2017 after selling out during the quarter.
First Foundation Advisors sold 5,518 Aflac shares in Q3 2017, an estimated $214K.
First Foundation Advisors first reported a position in Aflac in Q2 2014 and held it in 4 quarters.
First Foundation Advisors's Aflac position peaked at $214K in Q2 2017.
922 funds tracked by Wall St. Rank held Aflac as of Q3 2017.

Based on First Foundation Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.