PRW Wealth Management’s Aflac AFL Stock Holding History

PRW Wealth 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
2019 Q2	–	Sell	-304	Closed	-$15K	–	78
2019 Q1	$15K	Sell	304 -700	-70%	-$33.7K	0.01%	246
2018 Q4	$45K	Buy	+1,004	New	+$44.6K	0.06%	142

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

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

Norges Bank Oslo, Norway $1T AUM

PRW Wealth Management's AFL Position: Q2 2019 in Review

PRW Wealth Management sold out of Aflac (AFL) in Q2 2019, closing a stake of 304 shares — an estimated $15K sold.

PRW Wealth Management first reported a position in AFL in Q4 2018 and held it in 2 quarters. The position peaked at $45K in Q4 2018. 1,035 funds tracked by Wall St. Rank hold AFL as of Q2 2019.

PRW Wealth Management reported no remaining Aflac position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 304 Aflac shares in Q2 2019, an estimated $15K.
PRW Wealth Management first reported a position in Aflac in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Aflac position peaked at $45K in Q4 2018.
1,035 funds tracked by Wall St. Rank held Aflac as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.