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Signature Wealth Management Group’s Aflac AFL Stock Holding History

Signature Wealth 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
2018
Q4 		– Sell
-148
Closed -$6K – 79
2018
Q3 		$6K Hold
148
– – ﹤0.01% 221
2018
Q2 		$6K Hold
148
– – ﹤0.01% 222
2018
Q1 		$6K Hold
148
– – ﹤0.01% 218
2017
Q4 		$6K Buy
+148
New +$6.32K ﹤0.01% 228

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Signature Wealth Management Group's AFL Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Aflac (AFL) in Q4 2018, closing a stake of 148 shares — an estimated $6K sold.

Signature Wealth Management Group first reported a position in AFL in Q4 2017 and held it in 4 quarters. The position peaked at $6K in Q3 2018. 1,053 funds tracked by Wall St. Rank hold AFL as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Aflac position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 148 Aflac shares in Q4 2018, an estimated $6K.
  • Signature Wealth Management Group first reported a position in Aflac in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Aflac position peaked at $6K in Q3 2018.
  • 1,053 funds tracked by Wall St. Rank held Aflac as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.