Parasol Investment Management’s Aflac AFL Stock Holding History

Parasol Investment 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
2017 Q1	$85K	Sell	2,340 -360	-13%	-$12.8K	0.14%	48
2016 Q4	$94K	Buy	2,700 +2,242	+490%	+$78.9K	0.1%	81
2016 Q3	$16K	Buy	458 +108	+31%	+$3.93K	0.02%	129
2016 Q2	$13K	Buy	+350	New	+$12K	0.01%	131
2015 Q4	–	Sell	-1,670	Closed	-$49K	–	154
2015 Q3	$49K	Sell	1,670 -1,830	-52%	-$55.4K	0.04%	89
2015 Q2	$109K	Hold	3,500	–	–	0.07%	81
2015 Q1	$112K	Buy	3,500 +1,010	+41%	+$30.8K	0.07%	75
2014 Q4	$76K	Hold	2,490	–	–	0.05%	91
2014 Q3	$73K	Buy	2,490 +1,670	+204%	+$50.8K	0.05%	87
2014 Q2	$26K	Buy	820 +220	+37%	+$6.86K	0.02%	146
2014 Q1	$19K	Buy	+600	New	+$19.1K	0.01%	146

Other funds holding AFL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parasol Investment Management's AFL Position: Q1 2017 in Review

Parasol Investment Management reduced its Aflac (AFL) stake by 13% in Q1 2017, selling an estimated $12.8K and leaving 2,340 shares worth $85K. The position accounts for 0.14% of the portfolio, ranked #48.

Parasol Investment Management first reported a position in AFL in Q1 2014 and has held it in 11 quarters since. The position peaked at $112K in Q1 2015. 908 funds tracked by Wall St. Rank hold AFL as of Q1 2017.

Parasol Investment Management held 2,340 shares of Aflac worth $85K as of Q1 2017.
Parasol Investment Management sold 360 Aflac shares in Q1 2017, an estimated $12.8K.
Aflac made up 0.14% of Parasol Investment Management's portfolio in Q1 2017, its #48 holding.
Parasol Investment Management first reported a position in Aflac in Q1 2014 and has held it in 11 quarters since.
Parasol Investment Management's Aflac position peaked at $112K in Q1 2015.
908 funds tracked by Wall St. Rank held Aflac as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.