Long Wharf Investors’s Aflac AFL Stock Holding History

Long Wharf Investors’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	$481K	Buy	15,466 +560	+4%	+$17.5K	0.38%	102
2014 Q1	$470K	Sell	14,906 -864	-5%	-$27.5K	0.4%	96
2013 Q4	$527K	Buy	15,770 +80	+0.5%	+$2.62K	0.48%	69
2013 Q3	$486K	Sell	15,690 -1,440	-8%	-$43.4K	0.46%	72
2013 Q2	$498K	Buy	+17,130	New	+$465K	0.49%	69

Other funds holding AFL

Norges Bank Oslo, Norway $935B AUM

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

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Long Wharf Investors's AFL Position: Q2 2014 in Review

Long Wharf Investors increased its Aflac (AFL) stake by 3.8% in Q2 2014, buying an estimated $17.5K and bringing the position to 15,466 shares worth $481K. The position accounts for 0.38% of the portfolio, ranked #102.

Long Wharf Investors first reported a position in AFL in Q2 2013 and has held it in 5 quarters since. The position peaked at $527K in Q4 2013. 799 funds tracked by Wall St. Rank hold AFL as of Q2 2014.

Long Wharf Investors held 15,466 shares of Aflac worth $481K as of Q2 2014.
Long Wharf Investors bought 560 Aflac shares in Q2 2014, an estimated $17.5K.
Aflac made up 0.38% of Long Wharf Investors's portfolio in Q2 2014, its #102 holding.
Long Wharf Investors first reported a position in Aflac in Q2 2013 and has held it in 5 quarters since.
Long Wharf Investors's Aflac position peaked at $527K in Q4 2013.
799 funds tracked by Wall St. Rank held Aflac as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.