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Osborne Partners Capital Management’s Aflac AFL Stock Holding History

Osborne Partners 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
2013
Q4 		– Sell
-71,178
Closed -$2.21M – 180
2013
Q3 		$2.21M Sell
71,178
-8,000
-10% -$241K 0.31% 74
2013
Q2 		$2.3M Buy
+79,178
New +$2.15M 0.33% 73

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BIT
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
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Nordea Investment Management
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Osborne Partners Capital Management's AFL Position: Q4 2013 in Review

Osborne Partners Capital Management sold out of Aflac (AFL) in Q4 2013, closing a stake of 71,178 shares — an estimated $2.21M sold.

Osborne Partners Capital Management first reported a position in AFL in Q2 2013 and held it in 2 quarters. The position peaked at $2.3M in Q2 2013. 819 funds tracked by Wall St. Rank hold AFL as of Q4 2013.

  • Osborne Partners Capital Management reported no remaining Aflac position as of Q4 2013 after selling out during the quarter.
  • Osborne Partners Capital Management sold 71,178 Aflac shares in Q4 2013, an estimated $2.21M.
  • Osborne Partners Capital Management first reported a position in Aflac in Q2 2013 and held it in 2 quarters.
  • Osborne Partners Capital Management's Aflac position peaked at $2.3M in Q2 2013.
  • 819 funds tracked by Wall St. Rank held Aflac as of Q4 2013.

Based on Osborne Partners Capital Management's 13F filing for Q4 2013, filed 29 Jan 2014.