HWP
AFL icon

Hefty Wealth Partners’s Aflac AFL Stock Holding History

Hefty Wealth Partners’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 		$62K Hold
1,414
– – 0.04% 131
2017
Q4 		$62K Hold
1,414
– – 0.04% 130
2017
Q3 		$58K Hold
1,414
– – 0.04% 127
2017
Q2 		$54K Hold
1,414
– – 0.04% 122
2017
Q1 		$51K Hold
1,414
– – 0.04% 127
2016
Q4 		$49K Hold
1,414
– – 0.04% 121
2016
Q3 		$50K Buy
+1,414
New +$51.5K 0.04% 126

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hefty Wealth Partners's AFL Position: Q1 2018 in Review

Hefty Wealth Partners held its Aflac (AFL) position steady in Q1 2018 at 1,414 shares worth $62K. The position accounts for 0.04% of the portfolio, ranked #131.

Hefty Wealth Partners first reported a position in AFL in Q3 2016 and has held it in 7 quarters since. 1,011 funds tracked by Wall St. Rank hold AFL as of Q1 2018.

  • Hefty Wealth Partners held 1,414 shares of Aflac worth $62K as of Q1 2018.
  • Hefty Wealth Partners left its Aflac share count unchanged in Q1 2018.
  • Aflac made up 0.04% of Hefty Wealth Partners's portfolio in Q1 2018, its #131 holding.
  • Hefty Wealth Partners first reported a position in Aflac in Q3 2016 and has held it in 7 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Aflac as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.