Sharkey, Howes & Javer’s Aflac AFL Stock Holding History

Sharkey, Howes & Javer’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 Q3	–	Sell	-200	Closed	-$11K	–	63
2019 Q2	$11K	Hold	200	–	–	0.01%	148
2019 Q1	$10K	Hold	200	–	–	﹤0.01%	154
2018 Q4	$9K	Hold	200	–	–	0.01%	152
2018 Q3	$9K	Hold	200	–	–	﹤0.01%	162
2018 Q2	$9K	Hold	200	–	–	0.01%	156
2018 Q1	$8K	Hold	200	–	–	﹤0.01%	151
2017 Q4	$9K	Hold	200	–	–	0.01%	151
2017 Q3	$8K	Sell	200 -200	-50%	-$8.05K	﹤0.01%	150
2017 Q2	$16K	Hold	400	–	–	0.01%	137
2017 Q1	$14K	Hold	400	–	–	0.01%	152
2016 Q4	$14K	Hold	400	–	–	0.01%	157
2016 Q3	$14K	Hold	400	–	–	0.01%	152
2016 Q2	$14K	Hold	400	–	–	0.01%	155
2016 Q1	$13K	Hold	400	–	–	0.01%	172
2015 Q4	$12K	Hold	400	–	–	0.01%	178
2015 Q3	$12K	Hold	400	–	–	0.01%	177
2015 Q2	$12K	Buy	+400	New	+$12.7K	0.01%	157

Other funds holding AFL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

California Public Employees Retirement System

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return