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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WFG Advisors's AFL Position: Q2 2017 in Review

WFG Advisors reduced its Aflac (AFL) stake by 9.6% in Q2 2017, selling an estimated $31.3K and leaving 7,854 shares worth $305K. The position accounts for 0.07% of the portfolio, ranked #283.

WFG Advisors first reported a position in AFL in Q2 2013 and has held it in 17 quarters since. The position peaked at $503K in Q3 2016. 922 funds tracked by Wall St. Rank hold AFL as of Q2 2017.

  • WFG Advisors held 7,854 shares of Aflac worth $305K as of Q2 2017.
  • WFG Advisors sold 832 Aflac shares in Q2 2017, an estimated $31.3K.
  • Aflac made up 0.07% of WFG Advisors's portfolio in Q2 2017, its #283 holding.
  • WFG Advisors first reported a position in Aflac in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Aflac position peaked at $503K in Q3 2016.
  • 922 funds tracked by Wall St. Rank held Aflac as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.