Fulcrum Capital’s Aflac AFL Stock Holding History

Fulcrum Capital’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 Q2	–	Sell	-7,000	Closed	-$306K	–	48
2018 Q1	$306K	Sell	7,000 -61,000	-90%	-$2.7M	0.1%	59
2017 Q4	$2.98M	Buy	+68,000	New	+$2.9M	0.97%	35

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Fulcrum Capital's AFL Position: Q2 2018 in Review

Fulcrum Capital sold out of Aflac (AFL) in Q2 2018, closing a stake of 7,000 shares — an estimated $306K sold.

Fulcrum Capital first reported a position in AFL in Q4 2017 and held it in 2 quarters. The position peaked at $2.98M in Q4 2017. 1,009 funds tracked by Wall St. Rank hold AFL as of Q2 2018.

Fulcrum Capital reported no remaining Aflac position as of Q2 2018 after selling out during the quarter.
Fulcrum Capital sold 7,000 Aflac shares in Q2 2018, an estimated $306K.
Fulcrum Capital first reported a position in Aflac in Q4 2017 and held it in 2 quarters.
Fulcrum Capital's Aflac position peaked at $2.98M in Q4 2017.
1,009 funds tracked by Wall St. Rank held Aflac as of Q2 2018.

Based on Fulcrum Capital's 13F filing for Q2 2018, filed 3 Aug 2018.