Obermeyer Wealth Partners’s Aflac AFL Stock Holding History

Obermeyer Wealth Partners’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
2013 Q3	–	Sell	-400	Closed	-$12K	–	65
2013 Q2	$12K	Buy	+400	New	+$10.8K	﹤0.01%	251

Other funds holding AFL

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

Norges Bank Oslo, Norway $935B AUM

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Obermeyer Wealth Partners's AFL Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Aflac (AFL) in Q3 2013, closing a stake of 400 shares — an estimated $12K sold.

Obermeyer Wealth Partners first reported a position in AFL in Q2 2013 and held it in 1 quarter. The position peaked at $12K in Q2 2013. 756 funds tracked by Wall St. Rank hold AFL as of Q3 2013.

Obermeyer Wealth Partners reported no remaining Aflac position as of Q3 2013 after selling out during the quarter.
Obermeyer Wealth Partners sold 400 Aflac shares in Q3 2013, an estimated $12K.
Obermeyer Wealth Partners first reported a position in Aflac in Q2 2013 and held it in 1 quarter.
Obermeyer Wealth Partners's Aflac position peaked at $12K in Q2 2013.
756 funds tracked by Wall St. Rank held Aflac as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.