ProVise Management Group’s Aflac AFL Stock Holding History

ProVise Management 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
2017 Q3	–	Sell	-5,520	Closed	-$214K	–	317
2017 Q2	$214K	Buy	+5,520	New	+$207K	0.03%	301

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 $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ProVise Management Group's AFL Position: Q3 2017 in Review

ProVise Management Group sold out of Aflac (AFL) in Q3 2017, closing a stake of 5,520 shares — an estimated $214K sold.

ProVise Management Group first reported a position in AFL in Q2 2017 and held it in 1 quarter. The position peaked at $214K in Q2 2017. 922 funds tracked by Wall St. Rank hold AFL as of Q3 2017.

ProVise Management Group reported no remaining Aflac position as of Q3 2017 after selling out during the quarter.
ProVise Management Group sold 5,520 Aflac shares in Q3 2017, an estimated $214K.
ProVise Management Group first reported a position in Aflac in Q2 2017 and held it in 1 quarter.
ProVise Management Group's Aflac position peaked at $214K in Q2 2017.
922 funds tracked by Wall St. Rank held Aflac as of Q3 2017.

Based on ProVise Management Group's 13F filing for Q3 2017, filed 8 Nov 2017.