RKL Wealth Management’s Aflac AFL Stock Holding History

RKL 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
2017 Q4	–	Sell	-17,802	Closed	-$234K	–	135
2017 Q3	$234K	Buy	+17,802	New	+$717K	0.07%	140
2017 Q1	–	Sell	-20,400	Closed	-$247K	–	113
2016 Q4	$247K	Buy	+20,400	New	+$718K	0.12%	81
2014 Q3	–	Sell	-10,670	Closed	-$332K	–	61
2014 Q2	$332K	Sell	10,670 -3,020	-22%	-$94.2K	0.24%	48
2014 Q1	$432K	Buy	+13,690	New	+$435K	0.33%	42

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

RKL Wealth Management's AFL Position: Q4 2017 in Review

RKL Wealth Management sold out of Aflac (AFL) in Q4 2017, closing a stake of 17,802 shares — an estimated $234K sold.

RKL Wealth Management first reported a position in AFL in Q1 2014 and held it in 4 quarters. The position peaked at $432K in Q1 2014. 991 funds tracked by Wall St. Rank hold AFL as of Q4 2017.

RKL Wealth Management reported no remaining Aflac position as of Q4 2017 after selling out during the quarter.
RKL Wealth Management sold 17,802 Aflac shares in Q4 2017, an estimated $234K.
RKL Wealth Management first reported a position in Aflac in Q1 2014 and held it in 4 quarters.
RKL Wealth Management's Aflac position peaked at $432K in Q1 2014.
991 funds tracked by Wall St. Rank held Aflac as of Q4 2017.

Based on RKL Wealth Management's 13F filing for Q4 2017, filed 2 Feb 2018.