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Mosaic Family Wealth’s Aflac AFL Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-2,266
Closed -$113K – 177
2019
Q1 		$113K Hold
2,266
– – 0.05% 215
2018
Q4 		$103K Hold
2,266
– – 0.04% 223
2018
Q3 		$101K Hold
2,266
– – 0.04% 225
2018
Q2 		$97K Hold
2,266
– – 0.04% 229
2018
Q1 		$99K Hold
2,266
– – 0.04% 225
2017
Q4 		$99K Hold
2,266
– – 0.04% 239
2017
Q3 		$92K Hold
2,266
– – 0.04% 269
2017
Q2 		$88K Sell
2,266
-400
-15% -$15K 0.04% 266
2017
Q1 		$97K Hold
2,666
– – 0.04% 257
2016
Q4 		$93K Sell
2,666
-866
-25% -$30.5K 0.04% 266
2016
Q3 		$127K Buy
3,532
+1,040
+42% +$37.9K 0.06% 225
2016
Q2 		$90K Sell
2,492
-262
-10% -$8.95K 0.04% 265
2016
Q1 		$86K Buy
2,754
+64
+2% +$1.9K 0.04% 264
2015
Q4 		$80K Buy
+2,690
New +$83.7K 0.04% 248

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mosaic Family Wealth's AFL Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Aflac (AFL) in Q2 2019, closing a stake of 2,266 shares — an estimated $113K sold.

Mosaic Family Wealth first reported a position in AFL in Q4 2015 and held it in 14 quarters. The position peaked at $127K in Q3 2016. 1,035 funds tracked by Wall St. Rank hold AFL as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Aflac position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 2,266 Aflac shares in Q2 2019, an estimated $113K.
  • Mosaic Family Wealth first reported a position in Aflac in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's Aflac position peaked at $127K in Q3 2016.
  • 1,035 funds tracked by Wall St. Rank held Aflac as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.