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Taylor Wealth Management Partners’s Aflac AFL Stock Holding History

Taylor Wealth Management Partners’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
2015
Q3 		– Sell
-518
Closed -$16K – 155
2015
Q2 		$16K Hold
518
– – 0.01% 137
2015
Q1 		$17K Buy
+518
New +$15.8K 0.01% 123

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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Taylor Wealth Management Partners's AFL Position: Q3 2015 in Review

Taylor Wealth Management Partners sold out of Aflac (AFL) in Q3 2015, closing a stake of 518 shares — an estimated $16K sold.

Taylor Wealth Management Partners first reported a position in AFL in Q1 2015 and held it in 2 quarters. The position peaked at $17K in Q1 2015. 800 funds tracked by Wall St. Rank hold AFL as of Q3 2015.

  • Taylor Wealth Management Partners reported no remaining Aflac position as of Q3 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 518 Aflac shares in Q3 2015, an estimated $16K.
  • Taylor Wealth Management Partners first reported a position in Aflac in Q1 2015 and held it in 2 quarters.
  • Taylor Wealth Management Partners's Aflac position peaked at $17K in Q1 2015.
  • 800 funds tracked by Wall St. Rank held Aflac as of Q3 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2015, filed 6 Nov 2015.