Holistic Financial Partners’s Aflac AFL Stock Holding History

Holistic Financial 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 Q2	–	Sell	-838	Closed	-$37K	–	43
2018 Q1	$37K	Hold	838	–	–	0.03%	227
2017 Q4	$37K	Buy	+838	New	+$35.8K	0.03%	229

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

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

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

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

Holistic Financial Partners's AFL Position: Q2 2018 in Review

Holistic Financial Partners sold out of Aflac (AFL) in Q2 2018, closing a stake of 838 shares — an estimated $37K sold.

Holistic Financial Partners first reported a position in AFL in Q4 2017 and held it in 2 quarters. The position peaked at $37K in Q1 2018. 1,009 funds tracked by Wall St. Rank hold AFL as of Q2 2018.

Holistic Financial Partners reported no remaining Aflac position as of Q2 2018 after selling out during the quarter.
Holistic Financial Partners sold 838 Aflac shares in Q2 2018, an estimated $37K.
Holistic Financial Partners first reported a position in Aflac in Q4 2017 and held it in 2 quarters.
Holistic Financial Partners's Aflac position peaked at $37K in Q1 2018.
1,009 funds tracked by Wall St. Rank held Aflac as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.