Polaris Wealth Advisory Group’s Aflac AFL Stock Holding History

Polaris Wealth Advisory 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
2018 Q4	–	Sell	-366	Closed	-$17K	–	151
2018 Q3	$17K	Buy	+366	New	+$16.7K	﹤0.01%	336
2018 Q2	–	Sell	-366	Closed	-$16K	–	252
2018 Q1	$16K	Buy	+366	New	+$16.2K	﹤0.01%	313
2014 Q1	–	Sell	-59,996	Closed	-$2M	–	160
2013 Q4	$2M	Buy	59,996 +11,496	+24%	+$377K	0.49%	27
2013 Q3	$1.5M	Buy	48,500 +18,820	+63%	+$567K	0.47%	20
2013 Q2	$863K	Buy	+29,680	New	+$805K	0.35%	22

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Polaris Wealth Advisory Group's AFL Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Aflac (AFL) in Q4 2018, closing a stake of 366 shares — an estimated $17K sold.

Polaris Wealth Advisory Group first reported a position in AFL in Q2 2013 and held it in 5 quarters. The position peaked at $2M in Q4 2013. 1,053 funds tracked by Wall St. Rank hold AFL as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Aflac position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 366 Aflac shares in Q4 2018, an estimated $17K.
Polaris Wealth Advisory Group first reported a position in Aflac in Q2 2013 and held it in 5 quarters.
Polaris Wealth Advisory Group's Aflac position peaked at $2M in Q4 2013.
1,053 funds tracked by Wall St. Rank held Aflac as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.