Gideon Capital Advisors’s Aflac AFL Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-22,673	Closed	-$1.2M	–	7
2019 Q4	$1.2M	Sell	22,673 -8,861	-28%	-$470K	0.41%	94
2019 Q3	$1.65M	Buy	+31,534	New	+$1.66M	0.54%	64
2018 Q3	–	Sell	-5,183	Closed	-$223K	–	334
2018 Q2	$223K	Sell	5,183 -1,830	-26%	-$82.2K	0.11%	321
2018 Q1	$307K	Buy	+7,013	New	+$310K	0.19%	223
2017 Q4	–	Sell	-6,772	Closed	-$276K	–	288
2017 Q3	$276K	Buy	+6,772	New	+$273K	0.27%	170
2016 Q4	–	Sell	-20,620	Closed	-$741K	–	389
2016 Q3	$741K	Buy	+20,620	New	+$751K	0.45%	77
2016 Q1	–	Sell	-10,804	Closed	-$324K	–	135
2015 Q4	$324K	Buy	+10,804	New	+$336K	0.24%	136
2015 Q3	–	Sell	-62,596	Closed	-$1.95M	–	210
2015 Q2	$1.95M	Buy	+62,596	New	+$1.98M	0.8%	28
2014 Q3	–	Sell	-90,836	Closed	-$2.83M	–	258
2014 Q2	$2.83M	Buy	+90,836	New	+$2.83M	1.03%	20
2014 Q1	–	Sell	-45,960	Closed	-$1.53M	–	199
2013 Q4	$1.53M	Buy	+45,960	New	+$1.51M	0.91%	29

Other funds holding AFL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JPH

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Gideon Capital Advisors's AFL Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Aflac (AFL) in Q1 2020, closing a stake of 22,673 shares — an estimated $1.2M sold.

Gideon Capital Advisors first reported a position in AFL in Q4 2013 and held it in 10 quarters. The position peaked at $2.83M in Q2 2014. 973 funds tracked by Wall St. Rank hold AFL as of Q1 2020.

Gideon Capital Advisors reported no remaining Aflac position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 22,673 Aflac shares in Q1 2020, an estimated $1.2M.
Gideon Capital Advisors first reported a position in Aflac in Q4 2013 and held it in 10 quarters.
Gideon Capital Advisors's Aflac position peaked at $2.83M in Q2 2014.
973 funds tracked by Wall St. Rank held Aflac as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.