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Heck Capital Advisors’s Aflac AFL Stock Holding History

Heck 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
2018
Q2 		– Sell
-3,403
Closed -$149K – 99
2018
Q1 		$149K Buy
3,403
+1
+0% +$44 0.07% 68
2017
Q4 		$149K Buy
3,402
+18
+0.5% +$768 0.07% 68
2017
Q3 		$138K Buy
3,384
+80
+2% +$3.22K 0.07% 70
2017
Q2 		$128K Sell
3,304
-246
-7% -$9.24K 0.07% 63
2017
Q1 		$129K Sell
3,550
-164
-4% -$5.81K 0.08% 57
2016
Q4 		$129K Buy
+3,714
New +$131K 0.09% 53

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heck Capital Advisors's AFL Position: Q2 2018 in Review

Heck Capital Advisors sold out of Aflac (AFL) in Q2 2018, closing a stake of 3,403 shares — an estimated $149K sold.

Heck Capital Advisors first reported a position in AFL in Q4 2016 and held it in 6 quarters. The position peaked at $149K in Q4 2017. 1,010 funds tracked by Wall St. Rank hold AFL as of Q2 2018.

  • Heck Capital Advisors reported no remaining Aflac position as of Q2 2018 after selling out during the quarter.
  • Heck Capital Advisors sold 3,403 Aflac shares in Q2 2018, an estimated $149K.
  • Heck Capital Advisors first reported a position in Aflac in Q4 2016 and held it in 6 quarters.
  • Heck Capital Advisors's Aflac position peaked at $149K in Q4 2017.
  • 1,010 funds tracked by Wall St. Rank held Aflac as of Q2 2018.

Based on Heck Capital Advisors's 13F filing for Q2 2018, filed 19 May 2025.