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WealthSource Partners’s Aflac AFL Stock Holding History

WealthSource 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
2020
Q1 		– Sell
-4,402
Closed -$233K – 346
2019
Q4 		$233K Sell
4,402
-752
-15% -$39.9K 0.03% 361
2019
Q3 		$270K Sell
5,154
-828
-14% -$43.7K 0.04% 343
2019
Q2 		$328K Buy
5,982
+1,237
+26% +$63.8K 0.05% 316
2019
Q1 		$237K Sell
4,745
-205
-4% -$9.88K 0.05% 303
2018
Q4 		$226K Buy
4,950
+251
+5% +$11.2K 0.07% 255
2018
Q3 		$221K Buy
+4,699
New +$215K 0.06% 278
2017
Q1 		– Sell
-6,026
Closed -$210K – 287
2016
Q4 		$210K Sell
6,026
-692
-10% -$24.4K 0.09% 218
2016
Q3 		$241K Sell
6,718
-1,620
-19% -$59K 0.09% 210
2016
Q2 		$301K Buy
8,338
+218
+3% +$7.44K 0.11% 167
2016
Q1 		$256K Buy
+8,120
New +$241K 0.1% 183

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 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 $501B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return