Klingman & Associates’s Aflac AFL Stock Holding History

Klingman & Associates’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
2016 Q4	–	Sell	-200	Closed	-$7K	–	104
2016 Q3	$7K	Hold	200	–	–	﹤0.01%	307
2016 Q2	$7K	Hold	200	–	–	﹤0.01%	310
2016 Q1	$6K	Hold	200	–	–	﹤0.01%	317
2015 Q4	$6K	Hold	200	–	–	﹤0.01%	326
2015 Q3	$5K	Hold	200	–	–	﹤0.01%	356
2015 Q2	$6K	Hold	200	–	–	﹤0.01%	333
2015 Q1	$6K	Hold	200	–	–	﹤0.01%	301
2014 Q4	$6K	Buy	+200	New	+$5.91K	﹤0.01%	308

Other funds holding AFL

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Klingman & Associates's AFL Position: Q4 2016 in Review

Klingman & Associates sold out of Aflac (AFL) in Q4 2016, closing a stake of 200 shares — an estimated $7K sold.

Klingman & Associates first reported a position in AFL in Q4 2014 and held it in 8 quarters. The position peaked at $7K in Q3 2016. 912 funds tracked by Wall St. Rank hold AFL as of Q4 2016.

Klingman & Associates reported no remaining Aflac position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 200 Aflac shares in Q4 2016, an estimated $7K.
Klingman & Associates first reported a position in Aflac in Q4 2014 and held it in 8 quarters.
Klingman & Associates's Aflac position peaked at $7K in Q3 2016.
912 funds tracked by Wall St. Rank held Aflac as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.