YorkBridge Wealth Partners’s Aflac AFL Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-954	Closed	-$52K	–	182
2019 Q2	$52K	Hold	954	–	–	0.02%	362
2019 Q1	$48K	Hold	954	–	–	0.02%	365
2018 Q4	$43K	Sell	954 -436	-31%	-$19.4K	0.02%	343
2018 Q3	$66K	Hold	1,390	–	–	0.03%	332
2018 Q2	$60K	Hold	1,390	–	–	0.03%	348
2018 Q1	$62K	Sell	1,390 -2,200	-61%	-$97.4K	0.03%	349
2017 Q4	$155K	Buy	3,590 +1,042	+41%	+$44.5K	0.07%	210
2017 Q3	$104K	Buy	2,548 +256	+11%	+$10.3K	0.05%	275
2017 Q2	$90K	Buy	2,292 +1,868	+441%	+$70.2K	0.05%	295
2017 Q1	$16K	Hold	424	–	–	0.01%	548
2016 Q4	$15K	Buy	+424	New	+$14.9K	0.01%	504

Other funds holding AFL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

YorkBridge Wealth Partners's AFL Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Aflac (AFL) in Q3 2019, closing a stake of 954 shares — an estimated $52K sold.

YorkBridge Wealth Partners first reported a position in AFL in Q4 2016 and held it in 11 quarters. The position peaked at $155K in Q4 2017. 1,039 funds tracked by Wall St. Rank hold AFL as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Aflac position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 954 Aflac shares in Q3 2019, an estimated $52K.
YorkBridge Wealth Partners first reported a position in Aflac in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Aflac position peaked at $155K in Q4 2017.
1,039 funds tracked by Wall St. Rank held Aflac as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.