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Jackson Grant Investment Advisers’s Aflac AFL Stock Holding History

Jackson Grant Investment Advisers’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
Q1 		– Sell
-110
Closed -$5K – 223
2018
Q4 		$5K Buy
+110
New +$4.89K ﹤0.01% 210
2016
Q1 		– Sell
-200
Closed -$6K – 159
2015
Q4 		$6K Buy
+200
New +$6.22K 0.01% 174

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 $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Lyrical Asset Management
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Jackson Grant Investment Advisers's AFL Position: Q1 2019 in Review

Jackson Grant Investment Advisers sold out of Aflac (AFL) in Q1 2019, closing a stake of 110 shares — an estimated $5K sold.

Jackson Grant Investment Advisers first reported a position in AFL in Q4 2015 and held it in 2 quarters. The position peaked at $6K in Q4 2015. 1,050 funds tracked by Wall St. Rank hold AFL as of Q1 2019.

  • Jackson Grant Investment Advisers reported no remaining Aflac position as of Q1 2019 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 110 Aflac shares in Q1 2019, an estimated $5K.
  • Jackson Grant Investment Advisers first reported a position in Aflac in Q4 2015 and held it in 2 quarters.
  • Jackson Grant Investment Advisers's Aflac position peaked at $6K in Q4 2015.
  • 1,050 funds tracked by Wall St. Rank held Aflac as of Q1 2019.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2019, filed 7 May 2019.