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WealthTrust Fairport’s Aflac AFL Stock Holding History

WealthTrust Fairport’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 		– Sell
-800
Closed -$38K – 417
2018
Q3 		$38K Buy
+800
New +$36.6K ﹤0.01% 275
2015
Q1 		– Sell
-270
Closed -$8K – 145
2014
Q4 		$8K Buy
+270
New +$7.97K ﹤0.01% 358
2013
Q3 		– Sell
-120
Closed -$3K – 449
2013
Q2 		$3K Buy
+120
New +$3.25K ﹤0.01% 312

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

WealthTrust Fairport's AFL Position: Q4 2018 in Review

WealthTrust Fairport sold out of Aflac (AFL) in Q4 2018, closing a stake of 800 shares — an estimated $38K sold.

WealthTrust Fairport first reported a position in AFL in Q2 2013 and held it in 3 quarters. The position peaked at $38K in Q3 2018. 1,053 funds tracked by Wall St. Rank hold AFL as of Q4 2018.

  • WealthTrust Fairport reported no remaining Aflac position as of Q4 2018 after selling out during the quarter.
  • WealthTrust Fairport sold 800 Aflac shares in Q4 2018, an estimated $38K.
  • WealthTrust Fairport first reported a position in Aflac in Q2 2013 and held it in 3 quarters.
  • WealthTrust Fairport's Aflac position peaked at $38K in Q3 2018.
  • 1,053 funds tracked by Wall St. Rank held Aflac as of Q4 2018.

Based on WealthTrust Fairport's 13F filing for Q4 2018, filed 25 Feb 2019.