Institute for Wealth Management’s Aflac AFL Stock Holding History

Institute for Wealth 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
2019 Q3	–	Sell	-14,444	Closed	-$792K	–	424
2019 Q2	$792K	Sell	14,444 -1,530	-10%	-$78.9K	0.18%	174
2019 Q1	$799K	Sell	15,974 -687	-4%	-$33.1K	0.17%	159
2018 Q4	$759K	Sell	16,661 -11,053	-40%	-$491K	0.31%	100
2018 Q3	$1.3M	Sell	27,714 -2,145	-7%	-$98.2K	0.44%	77
2018 Q2	$1.28M	Sell	29,859 -392	-1%	-$17.6K	0.41%	81
2018 Q1	$1.38M	Sell	30,251 -4,113	-12%	-$182K	0.41%	77
2017 Q4	$1.51M	Sell	34,364 -36,718	-52%	-$1.57M	0.35%	86
2017 Q3	$2.89M	Buy	71,082 +31,786	+81%	+$1.28M	0.94%	17
2017 Q2	$1.53M	Buy	+39,296	New	+$1.48M	0.42%	57

Other funds holding AFL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Institute for Wealth Management's AFL Position: Q3 2019 in Review

Institute for Wealth Management sold out of Aflac (AFL) in Q3 2019, closing a stake of 14,444 shares — an estimated $792K sold.

Institute for Wealth Management first reported a position in AFL in Q2 2017 and held it in 9 quarters. The position peaked at $2.89M in Q3 2017. 1,038 funds tracked by Wall St. Rank hold AFL as of Q3 2019.

Institute for Wealth Management reported no remaining Aflac position as of Q3 2019 after selling out during the quarter.
Institute for Wealth Management sold 14,444 Aflac shares in Q3 2019, an estimated $792K.
Institute for Wealth Management first reported a position in Aflac in Q2 2017 and held it in 9 quarters.
Institute for Wealth Management's Aflac position peaked at $2.89M in Q3 2017.
1,038 funds tracked by Wall St. Rank held Aflac as of Q3 2019.

Based on Institute for Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.