Tiedemann Trust’s Aflac AFL Stock Holding History

Tiedemann 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
2016 Q2	–	Sell	-7,210	Closed	-$228K	–	67
2016 Q1	$228K	Hold	7,210	–	–	0.04%	63
2015 Q4	$216K	Hold	7,210	–	–	0.03%	73
2015 Q3	$210K	Hold	7,210	–	–	0.02%	55
2015 Q2	$224K	Hold	7,210	–	–	0.02%	68
2015 Q1	$231K	Hold	7,210	–	–	0.02%	54
2014 Q4	$220K	Hold	7,210	–	–	0.02%	61
2014 Q3	$209K	Hold	7,210	–	–	0.02%	76
2014 Q2	$224K	Hold	7,210	–	–	0.02%	76
2014 Q1	$227	Hold	7,210	–	–	0.02%	81
2013 Q4	$240K	Hold	7,210	–	–	0.04%	71
2013 Q3	$223K	Buy	+7,210	New	+$217K	0.04%	64

Other funds holding AFL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tiedemann Trust's AFL Position: Q2 2016 in Review

Tiedemann Trust sold out of Aflac (AFL) in Q2 2016, closing a stake of 7,210 shares — an estimated $228K sold.

Tiedemann Trust first reported a position in AFL in Q3 2013 and held it in 11 quarters. The position peaked at $240K in Q4 2013. 904 funds tracked by Wall St. Rank hold AFL as of Q2 2016.

Tiedemann Trust reported no remaining Aflac position as of Q2 2016 after selling out during the quarter.
Tiedemann Trust sold 7,210 Aflac shares in Q2 2016, an estimated $228K.
Tiedemann Trust first reported a position in Aflac in Q3 2013 and held it in 11 quarters.
Tiedemann Trust's Aflac position peaked at $240K in Q4 2013.
904 funds tracked by Wall St. Rank held Aflac as of Q2 2016.

Based on Tiedemann Trust's 13F filing for Q2 2016, filed 12 Aug 2016.