Patten Group’s Aflac AFL Stock Holding History

Patten Group’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 Q1	–	Sell	-1,540	Closed	-$70K	–	202
2018 Q4	$70K	Hold	1,540	–	–	0.03%	249
2018 Q3	$72K	Hold	1,540	–	–	0.03%	279
2018 Q2	$66K	Hold	1,540	–	–	0.03%	288
2018 Q1	$67K	Hold	1,540	–	–	0.03%	289
2017 Q4	$68K	Hold	1,540	–	–	0.03%	303
2017 Q3	$63K	Hold	1,540	–	–	0.03%	301
2017 Q2	$62K	Hold	1,540	–	–	0.03%	298
2017 Q1	$56K	Hold	1,540	–	–	0.02%	302
2016 Q4	$54K	Hold	1,540	–	–	0.02%	301
2016 Q3	$55.1K	Sell	1,540 -2,000	-56%	-$72.8K	0.03%	304
2016 Q2	$128K	Hold	3,540	–	–	0.06%	213
2016 Q1	$112K	Hold	3,540	–	–	0.05%	219
2015 Q4	$106K	Hold	3,540	–	–	0.05%	230
2015 Q3	$103K	Hold	3,540	–	–	0.05%	228
2015 Q2	$110K	Buy	+3,540	New	+$112K	0.05%	225

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

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Patten Group's AFL Position: Q1 2019 in Review

Patten Group sold out of Aflac (AFL) in Q1 2019, closing a stake of 1,540 shares — an estimated $70K sold.

Patten Group first reported a position in AFL in Q2 2015 and held it in 15 quarters. The position peaked at $128K in Q2 2016. 1,050 funds tracked by Wall St. Rank hold AFL as of Q1 2019.

Patten Group reported no remaining Aflac position as of Q1 2019 after selling out during the quarter.
Patten Group sold 1,540 Aflac shares in Q1 2019, an estimated $70K.
Patten Group first reported a position in Aflac in Q2 2015 and held it in 15 quarters.
Patten Group's Aflac position peaked at $128K in Q2 2016.
1,050 funds tracked by Wall St. Rank held Aflac as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.