FMA Advisory’s Aflac AFL Stock Holding History

FMA Advisory’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
2015 Q2	$6K	Buy	+200	New	+$6.33K	﹤0.01%	303
2014 Q2	–	Sell	-25,224	Closed	-$795K	–	123
2014 Q1	$795K	Buy	25,224 +52	+0.2%	+$1.65K	0.31%	99
2013 Q4	$841K	Buy	25,172 +338	+1%	+$11.1K	0.34%	95
2013 Q3	$770K	Sell	24,834 -142	-0.6%	-$4.28K	0.31%	104
2013 Q2	$726K	Buy	+24,976	New	+$677K	0.31%	103

Other funds holding AFL

Norges Bank Oslo, Norway $1T AUM

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FMA Advisory's AFL Position: Q2 2015 in Review

FMA Advisory opened a new position in Aflac (AFL) in Q2 2015: 200 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #303 among its holdings. This is a return to the name: FMA Advisory previously reported a position in AFL as recently as Q1 2014.

FMA Advisory first reported a position in AFL in Q2 2013 and has held it in 5 quarters since. The position peaked at $841K in Q4 2013. 809 funds tracked by Wall St. Rank hold AFL as of Q2 2015.

FMA Advisory held 200 shares of Aflac worth $6K as of Q2 2015.
Aflac was a new FMA Advisory position in Q2 2015.
Aflac made up ﹤0.01% of FMA Advisory's portfolio in Q2 2015, its #303 holding.
FMA Advisory first reported a position in Aflac in Q2 2013 and has held it in 5 quarters since.
FMA Advisory's Aflac position peaked at $841K in Q4 2013.
809 funds tracked by Wall St. Rank held Aflac as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.