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Wright Investors Service’s Aflac AFL Stock Holding History

Wright Investors Service’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
Q1 		– Sell
-14,188
Closed -$646K – 148
2018
Q4 		$646K Buy
14,188
+290
+2% +$12.9K 0.28% 90
2018
Q3 		$655K Sell
13,898
-7,728
-36% -$354K 0.24% 95
2018
Q2 		$930K Sell
21,626
-115
-0.5% -$5.17K 0.37% 69
2018
Q1 		$951K Buy
21,741
+101
+0.5% +$4.47K 0.33% 87
2017
Q4 		$950K Buy
21,640
+90
+0.4% +$3.84K 0.32% 80
2017
Q3 		$877K Buy
+21,550
New +$868K 0.32% 88
2014
Q4 		– Sell
-27,314
Closed -$796K – 214
2014
Q3 		$796K Sell
27,314
-1,830
-6% -$55.7K 0.39% 83
2014
Q2 		$907K Buy
29,144
+1,010
+4% +$31.5K 0.41% 81
2014
Q1 		$887K Sell
28,134
-4,020
-13% -$128K 0.4% 77
2013
Q4 		$1.07M Sell
32,154
-28
-0.1% -$919 0.47% 63
2013
Q3 		$998K Buy
32,182
+150
+0.5% +$4.52K 0.45% 65
2013
Q2 		$931K Buy
+32,032
New +$869K 0.44% 76

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Wright Investors Service's AFL Position: Q1 2019 in Review

Wright Investors Service sold out of Aflac (AFL) in Q1 2019, closing a stake of 14,188 shares — an estimated $646K sold.

Wright Investors Service first reported a position in AFL in Q2 2013 and held it in 12 quarters. The position peaked at $1.07M in Q4 2013. 1,051 funds tracked by Wall St. Rank hold AFL as of Q1 2019.

  • Wright Investors Service reported no remaining Aflac position as of Q1 2019 after selling out during the quarter.
  • Wright Investors Service sold 14,188 Aflac shares in Q1 2019, an estimated $646K.
  • Wright Investors Service first reported a position in Aflac in Q2 2013 and held it in 12 quarters.
  • Wright Investors Service's Aflac position peaked at $1.07M in Q4 2013.
  • 1,051 funds tracked by Wall St. Rank held Aflac as of Q1 2019.

Based on Wright Investors Service's 13F filing for Q1 2019, filed 24 Apr 2019.