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Independent Portfolio Consultants’s Aflac AFL Stock Holding History

Independent Portfolio Consultants’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
2017
Q1 		– Sell
-876
Closed -$30K – 801
2016
Q4 		$30K Sell
876
-464
-35% -$16.3K 0.01% 589
2016
Q3 		$48K Hold
1,340
– – 0.02% 545
2016
Q2 		$48K Hold
1,340
– – 0.02% 554
2016
Q1 		$42K Hold
1,340
– – 0.01% 596
2015
Q4 		$40K Buy
1,340
+800
+148% +$24.9K 0.01% 605
2015
Q3 		$16K Hold
540
– – ﹤0.01% 684
2015
Q2 		$17K Buy
540
+444
+463% +$14.1K ﹤0.01% 720
2015
Q1 		$3K Buy
+96
New +$2.93K ﹤0.01% 799

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Portfolio Consultants's AFL Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Aflac (AFL) in Q1 2017, closing a stake of 876 shares — an estimated $30K sold.

Independent Portfolio Consultants first reported a position in AFL in Q1 2015 and held it in 8 quarters. The position peaked at $48K in Q3 2016. 909 funds tracked by Wall St. Rank hold AFL as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Aflac position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 876 Aflac shares in Q1 2017, an estimated $30K.
  • Independent Portfolio Consultants first reported a position in Aflac in Q1 2015 and held it in 8 quarters.
  • Independent Portfolio Consultants's Aflac position peaked at $48K in Q3 2016.
  • 909 funds tracked by Wall St. Rank held Aflac as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.