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Monetta Financial Services’s Aflac AFL Stock Holding History

Monetta Financial Services’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
-17,000
Closed -$611K – 61
2016
Q3 		$611K Hold
17,000
– – 0.39% 55
2016
Q2 		$613K Hold
17,000
– – 0.39% 57
2016
Q1 		$537K Sell
17,000
-33,000
-66% -$980K 0.33% 73
2015
Q4 		$1.5M Buy
+50,000
New +$1.56M 0.88% 40

Other funds holding AFL

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Monetta Financial Services's AFL Position: Q4 2016 in Review

Monetta Financial Services sold out of Aflac (AFL) in Q4 2016, closing a stake of 17,000 shares — an estimated $611K sold.

Monetta Financial Services first reported a position in AFL in Q4 2015 and held it in 4 quarters. The position peaked at $1.5M in Q4 2015. 912 funds tracked by Wall St. Rank hold AFL as of Q4 2016.

  • Monetta Financial Services reported no remaining Aflac position as of Q4 2016 after selling out during the quarter.
  • Monetta Financial Services sold 17,000 Aflac shares in Q4 2016, an estimated $611K.
  • Monetta Financial Services first reported a position in Aflac in Q4 2015 and held it in 4 quarters.
  • Monetta Financial Services's Aflac position peaked at $1.5M in Q4 2015.
  • 912 funds tracked by Wall St. Rank held Aflac as of Q4 2016.

Based on Monetta Financial Services's 13F filing for Q4 2016, filed 25 Jan 2017.