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Wolf Group Capital Advisors’s Aflac AFL Stock Holding History

Wolf Group Capital 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
2019
Q4 		– Sell
-4,010
Closed -$210K – 76
2019
Q3 		$210K Sell
4,010
-1,150
-22% -$60.7K 0.14% 75
2019
Q2 		$283K Hold
5,160
– – 0.2% 69
2019
Q1 		$258K Sell
5,160
-5,122
-50% -$247K 0.18% 75
2018
Q4 		$468K Sell
10,282
-626
-6% -$27.8K 0.35% 58
2018
Q3 		$513K Sell
10,908
-10,474
-49% -$479K 0.34% 69
2018
Q2 		$920K Sell
21,382
-10,420
-33% -$468K 0.6% 53
2018
Q1 		$1.39M Sell
31,802
-20,936
-40% -$926K 0.92% 49
2017
Q4 		$2.31M Sell
52,738
-1,370
-3% -$58.5K 1.44% 24
2017
Q3 		$2.28M Sell
54,108
-11,964
-18% -$482K 1.58% 19
2017
Q2 		$2.57M Sell
66,072
-9,708
-13% -$365K 1.97% 15
2017
Q1 		$2.74M Sell
75,780
-874
-1% -$31K 1.8% 21
2016
Q4 		$2.67M Buy
76,654
+5,064
+7% +$178K 1.79% 20
2016
Q3 		$2.57M Buy
71,590
+390
+0.5% +$14.2K 1.79% 16
2016
Q2 		$2.57M Sell
71,200
-160
-0.2% -$5.46K 1.9% 19
2016
Q1 		$2.25M Buy
+71,360
New +$2.12M 1.69% 24
2015
Q4 		– Sell
-76,038
Closed -$1.05M – 106
2015
Q3 		$1.05M Sell
76,038
-2,000
-3% -$60.5K 0.84% 48
2015
Q2 		$1.29M Sell
78,038
-1,610
-2% -$51K 0.86% 49
2015
Q1 		$2.55M Buy
79,648
+1,500
+2% +$45.8K 1.76% 22
2014
Q4 		$2.39M Sell
78,148
-1,700
-2% -$50.2K 1.73% 21
2014
Q3 		$2.33M Sell
79,848
-100
-0.1% -$3.04K 1.74% 16
2014
Q2 		$2.49M Buy
79,948
+400
+0.5% +$12.5K 1.81% 13
2014
Q1 		$2.51M Buy
79,548
+600
+0.8% +$19.1K 1.94% 12
2013
Q4 		$2.64M Buy
+78,948
New +$2.59M 2.12% 9

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
JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wolf Group Capital Advisors's AFL Position: Q4 2019 in Review

Wolf Group Capital Advisors sold out of Aflac (AFL) in Q4 2019, closing a stake of 4,010 shares — an estimated $210K sold.

Wolf Group Capital Advisors first reported a position in AFL in Q4 2013 and held it in 23 quarters. The position peaked at $2.74M in Q1 2017. 1,111 funds tracked by Wall St. Rank hold AFL as of Q4 2019.

  • Wolf Group Capital Advisors reported no remaining Aflac position as of Q4 2019 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 4,010 Aflac shares in Q4 2019, an estimated $210K.
  • Wolf Group Capital Advisors first reported a position in Aflac in Q4 2013 and held it in 23 quarters.
  • Wolf Group Capital Advisors's Aflac position peaked at $2.74M in Q1 2017.
  • 1,111 funds tracked by Wall St. Rank held Aflac as of Q4 2019.

Based on Wolf Group Capital Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.