Gofen & Glossberg’s Aflac AFL Stock Holding History

Gofen & Glossberg’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 Q1	–	Sell	-7,182	Closed	-$315K	–	457
2017 Q4	$315K	Sell	7,182 -600	-8%	-$25.6K	0.01%	377
2017 Q3	$317K	Buy	+7,782	New	+$313K	0.01%	371
2014 Q2	–	Sell	-600	Closed	-$19K	–	453
2014 Q1	$19K	Hold	600	–	–	﹤0.01%	517
2013 Q4	$20K	Hold	600	–	–	﹤0.01%	511
2013 Q3	$19K	Hold	600	–	–	﹤0.01%	487
2013 Q2	$17K	Buy	+600	New	+$16.3K	﹤0.01%	466

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

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

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

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

Gofen & Glossberg's AFL Position: Q1 2018 in Review

Gofen & Glossberg sold out of Aflac (AFL) in Q1 2018, closing a stake of 7,182 shares — an estimated $315K sold.

Gofen & Glossberg first reported a position in AFL in Q2 2013 and held it in 6 quarters. The position peaked at $317K in Q3 2017. 1,011 funds tracked by Wall St. Rank hold AFL as of Q1 2018.

Gofen & Glossberg reported no remaining Aflac position as of Q1 2018 after selling out during the quarter.
Gofen & Glossberg sold 7,182 Aflac shares in Q1 2018, an estimated $315K.
Gofen & Glossberg first reported a position in Aflac in Q2 2013 and held it in 6 quarters.
Gofen & Glossberg's Aflac position peaked at $317K in Q3 2017.
1,011 funds tracked by Wall St. Rank held Aflac as of Q1 2018.

Based on Gofen & Glossberg's 13F filing for Q1 2018, filed 11 Apr 2018.