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Omnia Family Wealth’s Aflac AFL Stock Holding History

Omnia 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
-1,050
Closed -$53K – 107
2019
Q1 		$53K Sell
1,050
-279
-21% -$13.4K 0.03% 155
2018
Q4 		$61K Sell
1,329
-938
-41% -$41.7K 0.03% 140
2018
Q3 		$107K Sell
2,267
-223
-9% -$10.2K 0.05% 119
2018
Q2 		$107K Sell
2,490
-234
-9% -$10.5K 0.05% 115
2018
Q1 		$119K Buy
2,724
+234
+9% +$10.4K 0.05% 114
2017
Q4 		$109K Buy
2,490
+1,802
+262% +$76.9K 0.05% 114
2017
Q3 		$28K Sell
688
-112
-14% -$4.51K 0.01% 185
2017
Q2 		$31K Buy
800
+556
+228% +$20.9K 0.01% 183
2017
Q1 		$9K Buy
244
+44
+22% +$1.56K ﹤0.01% 294
2016
Q4 		$7K Buy
+200
New +$7.04K ﹤0.01% 329

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 $3.37T AUM 44.26% 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

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

Omnia Family Wealth sold out of Aflac (AFL) in Q2 2019, closing a stake of 1,050 shares — an estimated $53K sold.

Omnia Family Wealth first reported a position in AFL in Q4 2016 and held it in 10 quarters. The position peaked at $119K in Q1 2018. 1,035 funds tracked by Wall St. Rank hold AFL as of Q2 2019.

  • Omnia Family Wealth reported no remaining Aflac position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 1,050 Aflac shares in Q2 2019, an estimated $53K.
  • Omnia Family Wealth first reported a position in Aflac in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Aflac position peaked at $119K in Q1 2018.
  • 1,035 funds tracked by Wall St. Rank held Aflac as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.