Hamel Associates’s Aflac AFL Stock Holding History

Hamel Associates’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 Q4	–	Sell	-8,750	Closed	-$314K	–	83
2016 Q3	$314K	Hold	8,750	–	–	0.17%	74
2016 Q2	$316K	Hold	8,750	–	–	0.16%	77
2016 Q1	$276K	Hold	8,750	–	–	0.15%	79
2015 Q4	$262K	Hold	8,750	–	–	0.17%	77
2015 Q3	$254K	Hold	8,750	–	–	0.18%	82
2015 Q2	$272K	Hold	8,750	–	–	0.18%	87
2015 Q1	$280K	Sell	8,750 -1,250	-13%	-$38.1K	0.18%	89
2014 Q4	$305K	Hold	10,000	–	–	0.2%	86
2014 Q3	$291K	Hold	10,000	–	–	0.19%	86
2014 Q2	$311K	Hold	10,000	–	–	0.21%	87
2014 Q1	$315K	Hold	10,000	–	–	0.22%	83
2013 Q4	$334K	Buy	+10,000	New	+$328K	0.23%	81

Other funds holding AFL

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Hamel Associates's AFL Position: Q4 2016 in Review

Hamel Associates sold out of Aflac (AFL) in Q4 2016, closing a stake of 8,750 shares — an estimated $314K sold.

Hamel Associates first reported a position in AFL in Q4 2013 and held it in 12 quarters. The position peaked at $334K in Q4 2013. 912 funds tracked by Wall St. Rank hold AFL as of Q4 2016.

Hamel Associates reported no remaining Aflac position as of Q4 2016 after selling out during the quarter.
Hamel Associates sold 8,750 Aflac shares in Q4 2016, an estimated $314K.
Hamel Associates first reported a position in Aflac in Q4 2013 and held it in 12 quarters.
Hamel Associates's Aflac position peaked at $334K in Q4 2013.
912 funds tracked by Wall St. Rank held Aflac as of Q4 2016.

Based on Hamel Associates's 13F filing for Q4 2016, filed 14 Feb 2017.