WealthTrust-Arizona’s Aflac AFL Stock Holding History

WealthTrust-Arizona’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 Q4	$2K	Hold	40	–	–	﹤0.01%	552
2018 Q3	$2K	Hold	40	–	–	﹤0.01%	578
2018 Q2	$2K	Hold	40	–	–	﹤0.01%	573
2018 Q1	$2K	Hold	40	–	–	﹤0.01%	561
2017 Q4	$2K	Hold	40	–	–	﹤0.01%	572
2017 Q3	$2K	Hold	40	–	–	﹤0.01%	569
2017 Q2	$2K	Hold	40	–	–	﹤0.01%	556
2017 Q1	$1K	Hold	40	–	–	﹤0.01%	575
2016 Q4	$1K	Hold	40	–	–	﹤0.01%	574
2016 Q3	$1K	Hold	40	–	–	﹤0.01%	569
2016 Q2	$1K	Hold	40	–	–	﹤0.01%	558
2016 Q1	$1K	Hold	40	–	–	﹤0.01%	554
2015 Q4	$1K	Hold	40	–	–	﹤0.01%	571
2015 Q3	$1K	Hold	40	–	–	﹤0.01%	557
2015 Q2	$1K	Sell	40 -210	-84%	-$6.65K	﹤0.01%	596
2015 Q1	$8K	Buy	250 +2	+0.8%	+$61	﹤0.01%	441
2014 Q4	$8K	Hold	248	–	–	0.01%	422
2014 Q3	$7K	Buy	248 +2	+0.8%	+$61	0.01%	452
2014 Q2	$8K	Sell	246 -4,398	-95%	-$137K	0.01%	435
2014 Q1	$146K	Buy	4,644 +204	+5%	+$6.48K	0.16%	68
2013 Q4	$148K	Hold	4,440	–	–	0.17%	61
2013 Q3	$138K	Hold	4,440	–	–	0.17%	65
2013 Q2	$129K	Buy	+4,440	New	+$120K	0.17%	63

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

WealthTrust-Arizona's AFL Position: Q4 2018 in Review

WealthTrust-Arizona held its Aflac (AFL) position steady in Q4 2018 at 40 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

WealthTrust-Arizona first reported a position in AFL in Q2 2013 and has held it in 23 quarters since. The position peaked at $148K in Q4 2013. 1,053 funds tracked by Wall St. Rank hold AFL as of Q4 2018.

WealthTrust-Arizona held 40 shares of Aflac worth $2K as of Q4 2018.
WealthTrust-Arizona left its Aflac share count unchanged in Q4 2018.
Aflac made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #552 holding.
WealthTrust-Arizona first reported a position in Aflac in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's Aflac position peaked at $148K in Q4 2013.
1,053 funds tracked by Wall St. Rank held Aflac as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.