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Genesis Wealth Advisors’s Aflac AFL Stock Holding History

Genesis Wealth 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
2015
Q2 		$52.9K Hold
1,700
– – 0.04% 170
2015
Q1 		$54K Sell
1,700
-200
-11% -$6.1K 0.04% 187
2014
Q4 		$58.9K Buy
+1,900
New +$56.1K 0.05% 190

Other funds holding AFL

Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Genesis Wealth Advisors's AFL Position: Q2 2015 in Review

Genesis Wealth Advisors held its Aflac (AFL) position steady in Q2 2015 at 1,700 shares worth $52.9K. The position accounts for 0.04% of the portfolio, ranked #170.

Genesis Wealth Advisors first reported a position in AFL in Q4 2014 and has held it in 3 quarters since. The position peaked at $58.9K in Q4 2014. 809 funds tracked by Wall St. Rank hold AFL as of Q2 2015.

  • Genesis Wealth Advisors held 1,700 shares of Aflac worth $52.9K as of Q2 2015.
  • Genesis Wealth Advisors left its Aflac share count unchanged in Q2 2015.
  • Aflac made up 0.04% of Genesis Wealth Advisors's portfolio in Q2 2015, its #170 holding.
  • Genesis Wealth Advisors first reported a position in Aflac in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Aflac position peaked at $58.9K in Q4 2014.
  • 809 funds tracked by Wall St. Rank held Aflac as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.