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Wealthfront’s Aflac AFL Stock Holding History

Wealthfront’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
2018
Q3 		$1.47M Buy
31,157
+8,407
+37% +$385K 0.01% 187
2018
Q2 		$979K Sell
22,750
-4,698
-17% -$211K 0.01% 254
2018
Q1 		$1.2M Buy
27,448
+1,038
+4% +$45.9K 0.01% 219
2017
Q4 		$1.16M Buy
26,410
+3,604
+16% +$154K 0.01% 201
2017
Q3 		$928K Buy
22,806
+5,386
+31% +$217K 0.01% 208
2017
Q2 		$677K Buy
17,420
+4,460
+34% +$168K 0.01% 213
2017
Q1 		$469K Buy
12,960
+3,104
+31% +$110K 0.01% 236
2016
Q4 		$343K Sell
9,856
-924
-9% -$32.5K 0.01% 271
2016
Q3 		$387K Buy
10,780
+1,300
+14% +$47.3K 0.01% 227
2016
Q2 		$342K Buy
9,480
+1,260
+15% +$43K 0.01% 236
2016
Q1 		$260K Sell
8,220
-1,426
-15% -$42.4K 0.01% 263
2015
Q4 		$289K Buy
9,646
+930
+11% +$28.9K 0.01% 221
2015
Q3 		$253K Buy
8,716
+3,346
+62% +$101K 0.01% 233
2015
Q2 		$167K Buy
5,370
+1,152
+27% +$36.5K 0.01% 295
2015
Q1 		$135K Buy
4,218
+968
+30% +$29.5K 0.01% 330
2014
Q4 		$99K Buy
3,250
+2,378
+273% +$70.2K 0.01% 356
2014
Q3 		$25K Sell
872
-1,746
-67% -$53.1K ﹤0.01% 492
2014
Q2 		$83K Buy
2,618
+770
+42% +$24K 0.01% 263
2014
Q1 		$59K Buy
+1,848
New +$58.7K 0.01% 223

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Wealthfront's AFL Position: Q3 2018 in Review

Wealthfront increased its Aflac (AFL) stake by 37% in Q3 2018, buying an estimated $385K and bringing the position to 31,157 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #187.

Wealthfront first reported a position in AFL in Q1 2014 and has held it in 19 quarters since. 1,026 funds tracked by Wall St. Rank hold AFL as of Q3 2018.

  • Wealthfront held 31,157 shares of Aflac worth $1.47M as of Q3 2018.
  • Wealthfront bought 8,407 Aflac shares in Q3 2018, an estimated $385K.
  • Aflac made up 0.01% of Wealthfront's portfolio in Q3 2018, its #187 holding.
  • Wealthfront first reported a position in Aflac in Q1 2014 and has held it in 19 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Aflac as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.