Staton Financial Advisors’s Aflac AFL Stock Holding History

Staton Financial 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
2017 Q2	$4.86M	Sell	125,226 -1,150	-0.9%	-$43.2K	4.13%	4
2017 Q1	$4.58M	Sell	126,376 -2,930	-2%	-$104K	3.93%	4
2016 Q4	$4.5M	Sell	129,306 -1,058	-0.8%	-$37.3K	4.06%	4
2016 Q3	$4.68M	Sell	130,364 -11,514	-8%	-$419K	4.29%	3
2016 Q2	$5.12M	Sell	141,878 -7,638	-5%	-$261K	4.69%	3
2016 Q1	$4.72M	Sell	149,516 -4,128	-3%	-$123K	4.52%	7
2015 Q4	$4.6M	Sell	153,644 -3,470	-2%	-$108K	4.71%	6
2015 Q3	$4.57M	Sell	157,114 -9,098	-5%	-$275K	4.84%	6
2015 Q2	$5.17M	Buy	166,212 +4,138	+3%	+$131K	4.91%	5
2015 Q1	$5.19M	Buy	+162,074	New	+$4.94M	4.74%	7

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

Norges Bank Oslo, Norway $1T AUM

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Staton Financial Advisors's AFL Position: Q2 2017 in Review

Staton Financial Advisors reduced its Aflac (AFL) stake by 0.91% in Q2 2017, selling an estimated $43.2K and leaving 125,226 shares worth $4.86M. The position accounts for 4.13% of the portfolio, ranked #4.

Staton Financial Advisors first reported a position in AFL in Q1 2015 and has held it in 10 quarters since. The position peaked at $5.19M in Q1 2015. 922 funds tracked by Wall St. Rank hold AFL as of Q2 2017.

Staton Financial Advisors held 125,226 shares of Aflac worth $4.86M as of Q2 2017.
Staton Financial Advisors sold 1,150 Aflac shares in Q2 2017, an estimated $43.2K.
Aflac made up 4.13% of Staton Financial Advisors's portfolio in Q2 2017, its #4 holding.
Staton Financial Advisors first reported a position in Aflac in Q1 2015 and has held it in 10 quarters since.
Staton Financial Advisors's Aflac position peaked at $5.19M in Q1 2015.
922 funds tracked by Wall St. Rank held Aflac as of Q2 2017.

Based on Staton Financial Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.