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Stifel Trust’s Aflac AFL Stock Holding History

Stifel Trust’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
2014
Q3 		$152K Sell
5,190
-400
-7% -$12.2K 0.03% 199
2014
Q2 		$174K Hold
5,590
– – 0.03% 187
2014
Q1 		$177K Hold
5,590
– – 0.03% 187
2013
Q4 		$187K Hold
5,590
– – 0.04% 180
2013
Q3 		$174K Sell
5,590
-50
-0.9% -$1.5K 0.03% 184
2013
Q2 		$164K Buy
+5,640
New +$153K 0.03% 187

Other funds holding AFL

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stifel Trust's AFL Position: Q3 2014 in Review

Stifel Trust reduced its Aflac (AFL) stake by 7.2% in Q3 2014, selling an estimated $12.2K and leaving 5,190 shares worth $152K. The position accounts for 0.03% of the portfolio, ranked #199.

Stifel Trust first reported a position in AFL in Q2 2013 and has held it in 6 quarters since. The position peaked at $187K in Q4 2013. 767 funds tracked by Wall St. Rank hold AFL as of Q3 2014.

  • Stifel Trust held 5,190 shares of Aflac worth $152K as of Q3 2014.
  • Stifel Trust sold 400 Aflac shares in Q3 2014, an estimated $12.2K.
  • Aflac made up 0.03% of Stifel Trust's portfolio in Q3 2014, its #199 holding.
  • Stifel Trust first reported a position in Aflac in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's Aflac position peaked at $187K in Q4 2013.
  • 767 funds tracked by Wall St. Rank held Aflac as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.