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 $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

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

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Sharkey, Howes & Javer's AFL Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Aflac (AFL) in Q3 2019, closing a stake of 200 shares — an estimated $11K sold.

Sharkey, Howes & Javer first reported a position in AFL in Q2 2015 and held it in 17 quarters. The position peaked at $16K in Q2 2017. 1,039 funds tracked by Wall St. Rank hold AFL as of Q3 2019.

Sharkey, Howes & Javer reported no remaining Aflac position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 200 Aflac shares in Q3 2019, an estimated $11K.
Sharkey, Howes & Javer first reported a position in Aflac in Q2 2015 and held it in 17 quarters.
Sharkey, Howes & Javer's Aflac position peaked at $16K in Q2 2017.
1,039 funds tracked by Wall St. Rank held Aflac as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.