Kavar Capital Partners Group’s Aflac AFL Stock Holding History

Kavar Capital Partners Group’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 Q3	–	Sell	-52,750	Closed	-$2.05M	–	109
2017 Q2	$2.05M	Sell	52,750 -1,500	-3%	-$56.4K	1.12%	36
2017 Q1	$1.96M	Sell	54,250 -400	-0.7%	-$14.2K	1.09%	40
2016 Q4	$1.9M	Sell	54,650 -1,000	-2%	-$35.2K	1.2%	35
2016 Q3	$2M	Hold	55,650	–	–	1.29%	29
2016 Q2	$2.01M	Sell	55,650 -800	-1%	-$27.3K	1.29%	27
2016 Q1	$1.78M	Sell	56,450 -600	-1%	-$17.8K	1.18%	39
2015 Q4	$1.71M	Buy	57,050 +2,200	+4%	+$68.5K	1.1%	42
2015 Q3	$1.59M	Buy	54,850 +7,000	+15%	+$212K	1.13%	38
2015 Q2	$1.49M	Buy	47,850 +2,500	+6%	+$79.1K	1.01%	39
2015 Q1	$1.45M	Buy	45,350 +1,600	+4%	+$48.8K	1.23%	33
2014 Q4	$1.34M	Buy	+43,750	New	+$1.29M	1.05%	37

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

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Kavar Capital Partners Group's AFL Position: Q3 2017 in Review

Kavar Capital Partners Group sold out of Aflac (AFL) in Q3 2017, closing a stake of 52,750 shares — an estimated $2.05M sold.

Kavar Capital Partners Group first reported a position in AFL in Q4 2014 and held it in 11 quarters. The position peaked at $2.05M in Q2 2017. 922 funds tracked by Wall St. Rank hold AFL as of Q3 2017.

Kavar Capital Partners Group reported no remaining Aflac position as of Q3 2017 after selling out during the quarter.
Kavar Capital Partners Group sold 52,750 Aflac shares in Q3 2017, an estimated $2.05M.
Kavar Capital Partners Group first reported a position in Aflac in Q4 2014 and held it in 11 quarters.
Kavar Capital Partners Group's Aflac position peaked at $2.05M in Q2 2017.
922 funds tracked by Wall St. Rank held Aflac as of Q3 2017.

Based on Kavar Capital Partners Group's 13F filing for Q3 2017, filed 17 May 2019.