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McAdams Wright Ragen’s Aflac AFL Stock Holding History

McAdams Wright Ragen’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
Q3 		$546K Buy
18,774
+208
+1% +$6.33K 0.03% 252
2014
Q2 		$577K Buy
18,566
+3,686
+25% +$115K 0.03% 242
2014
Q1 		$469K Sell
14,880
-2,270
-13% -$72.1K 0.03% 248
2013
Q4 		$572K Buy
17,150
+2,690
+19% +$88.2K 0.04% 230
2013
Q3 		$448K Hold
14,460
– – 0.04% 231
2013
Q2 		$420K Buy
+14,460
New +$392K 0.03% 234

Other funds holding AFL

Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

McAdams Wright Ragen's AFL Position: Q3 2014 in Review

McAdams Wright Ragen increased its Aflac (AFL) stake by 1.1% in Q3 2014, buying an estimated $6.33K and bringing the position to 18,774 shares worth $546K. The position accounts for 0.03% of the portfolio, ranked #252.

McAdams Wright Ragen first reported a position in AFL in Q2 2013 and has held it in 6 quarters since. The position peaked at $577K in Q2 2014. 768 funds tracked by Wall St. Rank hold AFL as of Q3 2014.

  • McAdams Wright Ragen held 18,774 shares of Aflac worth $546K as of Q3 2014.
  • McAdams Wright Ragen bought 208 Aflac shares in Q3 2014, an estimated $6.33K.
  • Aflac made up 0.03% of McAdams Wright Ragen's portfolio in Q3 2014, its #252 holding.
  • McAdams Wright Ragen first reported a position in Aflac in Q2 2013 and has held it in 6 quarters since.
  • McAdams Wright Ragen's Aflac position peaked at $577K in Q2 2014.
  • 768 funds tracked by Wall St. Rank held Aflac as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.