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IMS Capital Management’s Aflac AFL Stock Holding History

IMS Capital 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
2018
Q4 		– Sell
-750
Closed -$35K – 123
2018
Q3 		$35K Buy
+750
New +$34.3K 0.02% 224
2014
Q2 		– Sell
-6,400
Closed -$202K – 163
2014
Q1 		$202K Buy
+6,400
New +$203K 0.24% 139

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

IMS Capital Management's AFL Position: Q4 2018 in Review

IMS Capital Management sold out of Aflac (AFL) in Q4 2018, closing a stake of 750 shares — an estimated $35K sold.

IMS Capital Management first reported a position in AFL in Q1 2014 and held it in 2 quarters. The position peaked at $202K in Q1 2014. 1,053 funds tracked by Wall St. Rank hold AFL as of Q4 2018.

  • IMS Capital Management reported no remaining Aflac position as of Q4 2018 after selling out during the quarter.
  • IMS Capital Management sold 750 Aflac shares in Q4 2018, an estimated $35K.
  • IMS Capital Management first reported a position in Aflac in Q1 2014 and held it in 2 quarters.
  • IMS Capital Management's Aflac position peaked at $202K in Q1 2014.
  • 1,053 funds tracked by Wall St. Rank held Aflac as of Q4 2018.

Based on IMS Capital Management's 13F filing for Q4 2018, filed 7 Feb 2019.