Nelson Capital Management’s Aflac AFL Stock Holding History

Nelson Capital Management’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 Q4	–	Sell	-1,120	Closed	-$59K	–	108
2019 Q3	$59K	Buy	1,120 +400	+56%	+$21.1K	0.01%	136
2019 Q2	$39K	Buy	+720	New	+$37.1K	0.01%	161
2019 Q1	–	Sell	-720	Closed	-$33K	–	302
2018 Q4	$33K	Buy	+720	New	+$32K	0.01%	158
2018 Q3	–	Sell	-720	Closed	-$31K	–	302
2018 Q2	$31K	Hold	720	–	–	0.01%	146
2018 Q1	$32K	Hold	720	–	–	0.01%	159
2017 Q4	$32K	Hold	720	–	–	0.01%	168
2017 Q3	$29K	Hold	720	–	–	0.01%	159
2017 Q2	$28K	Hold	720	–	–	0.01%	159
2017 Q1	$26K	Buy	+720	New	+$25.5K	0.01%	169

Other funds holding AFL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nelson Capital Management's AFL Position: Q4 2019 in Review

Nelson Capital Management sold out of Aflac (AFL) in Q4 2019, closing a stake of 1,120 shares — an estimated $59K sold.

Nelson Capital Management first reported a position in AFL in Q1 2017 and held it in 9 quarters. The position peaked at $59K in Q3 2019. 1,111 funds tracked by Wall St. Rank hold AFL as of Q4 2019.

Nelson Capital Management reported no remaining Aflac position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 1,120 Aflac shares in Q4 2019, an estimated $59K.
Nelson Capital Management first reported a position in Aflac in Q1 2017 and held it in 9 quarters.
Nelson Capital Management's Aflac position peaked at $59K in Q3 2019.
1,111 funds tracked by Wall St. Rank held Aflac as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.