Gupta Wealth Management’s Aflac AFL Stock Holding History

Gupta Wealth Management’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
2016 Q1	$2.61M	Sell	82,738 -7,720	-9%	-$229K	0.61%	34
2015 Q4	$2.71M	Sell	90,458 -7,340	-8%	-$228K	0.69%	31
2015 Q3	$2.84M	Sell	97,798 -11,620	-11%	-$352K	0.69%	33
2015 Q2	$3.4M	Buy	109,418 +4,364	+4%	+$138K	0.84%	29
2015 Q1	$3.36M	Buy	+105,054	New	+$3.2M	0.99%	23

Other funds holding AFL

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

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

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

Gupta Wealth Management's AFL Position: Q1 2016 in Review

Gupta Wealth Management reduced its Aflac (AFL) stake by 8.5% in Q1 2016, selling an estimated $229K and leaving 82,738 shares worth $2.61M. The position accounts for 0.61% of the portfolio, ranked #34.

Gupta Wealth Management first reported a position in AFL in Q1 2015 and has held it in 5 quarters since. The position peaked at $3.4M in Q2 2015. 850 funds tracked by Wall St. Rank hold AFL as of Q1 2016.

Gupta Wealth Management held 82,738 shares of Aflac worth $2.61M as of Q1 2016.
Gupta Wealth Management sold 7,720 Aflac shares in Q1 2016, an estimated $229K.
Aflac made up 0.61% of Gupta Wealth Management's portfolio in Q1 2016, its #34 holding.
Gupta Wealth Management first reported a position in Aflac in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Aflac position peaked at $3.4M in Q2 2015.
850 funds tracked by Wall St. Rank held Aflac as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.