WFG Advisors’s Aflac AFL Stock Holding History

WFG Advisors’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
2017 Q2	$305K	Sell	7,854 -832	-10%	-$31.3K	0.07%	283
2017 Q1	$314K	Sell	8,686 -4,818	-36%	-$171K	0.08%	252
2016 Q4	$470K	Sell	13,504 -500	-4%	-$17.6K	0.12%	213
2016 Q3	$503K	Buy	14,004 +150	+1%	+$5.46K	0.13%	181
2016 Q2	$500K	Sell	13,854 -826	-6%	-$28.2K	0.13%	171
2016 Q1	$463K	Sell	14,680 -1,134	-7%	-$33.7K	0.13%	172
2015 Q4	$474K	Buy	15,814 +4,070	+35%	+$127K	0.14%	171
2015 Q3	$341K	Sell	11,744 -346	-3%	-$10.5K	0.11%	201
2015 Q2	$376K	Buy	12,090 +472	+4%	+$14.9K	0.1%	214
2015 Q1	$372K	Sell	11,618 -2,858	-20%	-$87.2K	0.1%	221
2014 Q4	$442K	Sell	14,476 -236	-2%	-$6.97K	0.09%	245
2014 Q3	$428K	Sell	14,712 -284	-2%	-$8.64K	0.08%	286
2014 Q2	$467K	Buy	14,996 +534	+4%	+$16.7K	0.09%	266
2014 Q1	$456K	Buy	14,462 +200	+1%	+$6.36K	0.09%	260
2013 Q4	$476K	Buy	14,262 +1,568	+12%	+$51.4K	0.07%	322
2013 Q3	$393K	Buy	12,694 +1,106	+10%	+$33.3K	0.06%	331
2013 Q2	$337K	Buy	+11,588	New	+$314K	0.06%	341

Other funds holding AFL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return