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US Financial Advisors’s Aflac AFL Stock Holding History

US 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
2016
Q1 		– Sell
-400
Closed -$12K – 470
2015
Q4 		$12K Buy
400
+200
+100% +$6.22K 0.01% 292
2015
Q3 		$6K Hold
200
– – 0.01% 284
2015
Q2 		$6K Sell
200
-200
-50% -$6.33K 0.01% 265
2015
Q1 		$13K Buy
400
+200
+100% +$6.1K 0.01% 234
2014
Q4 		$6K Buy
+200
New +$5.91K 0.01% 271

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Financial Advisors's AFL Position: Q1 2016 in Review

US Financial Advisors sold out of Aflac (AFL) in Q1 2016, closing a stake of 400 shares — an estimated $12K sold.

US Financial Advisors first reported a position in AFL in Q4 2014 and held it in 5 quarters. The position peaked at $13K in Q1 2015. 850 funds tracked by Wall St. Rank hold AFL as of Q1 2016.

  • US Financial Advisors reported no remaining Aflac position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 400 Aflac shares in Q1 2016, an estimated $12K.
  • US Financial Advisors first reported a position in Aflac in Q4 2014 and held it in 5 quarters.
  • US Financial Advisors's Aflac position peaked at $13K in Q1 2015.
  • 850 funds tracked by Wall St. Rank held Aflac as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.