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Lilley & Co’s Aflac AFL Stock Holding History

Lilley & Co’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
2014
Q2 		$326K Hold
10,450
– – 0.15% 83
2014
Q1 		$330K Buy
10,450
+400
+4% +$12.7K 0.15% 85
2013
Q4 		$336K Buy
10,050
+200
+2% +$6.56K 0.16% 85
2013
Q3 		$305K Buy
9,850
+500
+5% +$15.1K 0.16% 79
2013
Q2 		$272K Buy
+9,350
New +$254K 0.15% 79

Other funds holding AFL

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lilley & Co's AFL Position: Q2 2014 in Review

Lilley & Co held its Aflac (AFL) position steady in Q2 2014 at 10,450 shares worth $326K. The position accounts for 0.15% of the portfolio, ranked #83.

Lilley & Co first reported a position in AFL in Q2 2013 and has held it in 5 quarters since. The position peaked at $336K in Q4 2013. 799 funds tracked by Wall St. Rank hold AFL as of Q2 2014.

  • Lilley & Co held 10,450 shares of Aflac worth $326K as of Q2 2014.
  • Lilley & Co left its Aflac share count unchanged in Q2 2014.
  • Aflac made up 0.15% of Lilley & Co's portfolio in Q2 2014, its #83 holding.
  • Lilley & Co first reported a position in Aflac in Q2 2013 and has held it in 5 quarters since.
  • Lilley & Co's Aflac position peaked at $336K in Q4 2013.
  • 799 funds tracked by Wall St. Rank held Aflac as of Q2 2014.

Based on Lilley & Co's 13F filing for Q2 2014, filed 14 Jul 2014.