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Sound View Wealth Advisors’s Aflac AFL Stock Holding History

Sound View Wealth Advisors’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
Q1 		$2.04M Buy
40,798
+344
+0.9% +$16.6K 0.64% 51
2018
Q4 		$1.84M Buy
+40,454
New +$1.8M 0.67% 44

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Sound View Wealth Advisors's AFL Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Aflac (AFL) stake by 0.85% in Q1 2019, buying an estimated $16.6K and bringing the position to 40,798 shares worth $2.04M. The position accounts for 0.64% of the portfolio, ranked #51.

Sound View Wealth Advisors first reported a position in AFL in Q4 2018 and has held it in 2 quarters since. 1,050 funds tracked by Wall St. Rank hold AFL as of Q1 2019.

  • Sound View Wealth Advisors held 40,798 shares of Aflac worth $2.04M as of Q1 2019.
  • Sound View Wealth Advisors bought 344 Aflac shares in Q1 2019, an estimated $16.6K.
  • Aflac made up 0.64% of Sound View Wealth Advisors's portfolio in Q1 2019, its #51 holding.
  • Sound View Wealth Advisors first reported a position in Aflac in Q4 2018 and has held it in 2 quarters since.
  • 1,050 funds tracked by Wall St. Rank held Aflac as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.