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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WealthSource Partners's AFL Position: Q1 2020 in Review

WealthSource Partners sold out of Aflac (AFL) in Q1 2020, closing a stake of 4,402 shares — an estimated $233K sold.

WealthSource Partners first reported a position in AFL in Q1 2016 and held it in 10 quarters. The position peaked at $328K in Q2 2019. 973 funds tracked by Wall St. Rank hold AFL as of Q1 2020.

WealthSource Partners reported no remaining Aflac position as of Q1 2020 after selling out during the quarter.
WealthSource Partners sold 4,402 Aflac shares in Q1 2020, an estimated $233K.
WealthSource Partners first reported a position in Aflac in Q1 2016 and held it in 10 quarters.
WealthSource Partners's Aflac position peaked at $328K in Q2 2019.
973 funds tracked by Wall St. Rank held Aflac as of Q1 2020.

Based on WealthSource Partners's 13F filing for Q1 2020, filed 12 May 2020.