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Whitney & Co’s Aflac AFL Stock Holding History

Whitney & Co’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
-44
Closed -$2K – 122
2018
Q3 		$2K Hold
44
– – ﹤0.01% 449
2018
Q2 		$2K Sell
44
-242
-85% -$10.9K ﹤0.01% 296
2018
Q1 		$13K Sell
286
-113,054
-100% -$5M ﹤0.01% 230
2017
Q4 		$4.97M Buy
113,340
+7,234
+7% +$309K 1.44% 24
2017
Q3 		$4.12M Hold
106,106
– – 1.38% 30
2017
Q2 		$4.12M Buy
106,106
+546
+0.5% +$20.5K 1.35% 31
2017
Q1 		$3.82M Sell
105,560
-1,216
-1% -$43.1K 1.39% 34
2016
Q4 		$3.72M Sell
106,776
-654
-0.6% -$23K 1.4% 33
2016
Q3 		$3.86M Buy
107,430
+1,614
+2% +$58.7K 1.55% 24
2016
Q2 		$3.82M Sell
105,816
-594
-0.6% -$20.3K 1.55% 23
2016
Q1 		$3.36M Buy
106,410
+500
+0.5% +$14.9K 1.44% 29
2015
Q4 		$3.17M Sell
105,910
-40
-0% -$1.25K 1.38% 32
2015
Q3 		$3.08M Buy
105,950
+920
+0.9% +$27.8K 1.39% 26
2015
Q2 		$3.27M Sell
105,030
-1,370
-1% -$43.4K 1.42% 31
2015
Q1 		$3.4M Sell
106,400
-400
-0.4% -$12.2K 1.52% 28
2014
Q4 		$3.26M Sell
106,800
-900
-0.8% -$26.6K 1.46% 30
2014
Q3 		$3.14M Sell
107,700
-600
-0.6% -$18.3K 1.45% 29
2014
Q2 		$3.37M Buy
108,300
+100
+0.1% +$3.12K 1.56% 26
2014
Q1 		$3.41M Sell
108,200
-100
-0.1% -$3.18K 1.72% 20
2013
Q4 		$3.62M Buy
108,300
+15,000
+16% +$492K 2% 13
2013
Q3 		$2.89M Buy
93,300
+1,000
+1% +$30.1K 2.02% 13
2013
Q2 		$2.68M Buy
+92,300
New +$2.5M 1.96% 13

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
APG Asset Management
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

Whitney & Co's AFL Position: Q4 2018 in Review

Whitney & Co sold out of Aflac (AFL) in Q4 2018, closing a stake of 44 shares — an estimated $2K sold.

Whitney & Co first reported a position in AFL in Q2 2013 and held it in 22 quarters. The position peaked at $4.97M in Q4 2017. 1,053 funds tracked by Wall St. Rank hold AFL as of Q4 2018.

  • Whitney & Co reported no remaining Aflac position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 44 Aflac shares in Q4 2018, an estimated $2K.
  • Whitney & Co first reported a position in Aflac in Q2 2013 and held it in 22 quarters.
  • Whitney & Co's Aflac position peaked at $4.97M in Q4 2017.
  • 1,053 funds tracked by Wall St. Rank held Aflac as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.