Ancora Family Wealth Advisors’s American Electric Power AEP Stock Holding History

Ancora Family Wealth Advisors’s Portfolio AEP Stock Details AEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$402K	Buy	6,260 +91	+1%	+$6.12K	0.14%	147
2016 Q2	$432K	Sell	6,169 -178	-3%	-$11.6K	0.16%	129
2016 Q1	$421K	Buy	6,347 +48	+0.8%	+$2.97K	0.17%	129
2015 Q4	$367K	Buy	6,299 +27	+0.4%	+$1.53K	0.16%	136
2015 Q3	$357K	Buy	+6,272	New	+$348K	0.15%	143

Other funds holding AEP

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ancora Family Wealth Advisors's AEP Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its American Electric Power (AEP) stake by 1.5% in Q3 2016, buying an estimated $6.12K and bringing the position to 6,260 shares worth $402K. The position accounts for 0.14% of the portfolio, ranked #147.

Ancora Family Wealth Advisors first reported a position in AEP in Q3 2015 and has held it in 5 quarters since. The position peaked at $432K in Q2 2016. 855 funds tracked by Wall St. Rank hold AEP as of Q3 2016.

Ancora Family Wealth Advisors held 6,260 shares of American Electric Power worth $402K as of Q3 2016.
Ancora Family Wealth Advisors bought 91 American Electric Power shares in Q3 2016, an estimated $6.12K.
American Electric Power made up 0.14% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #147 holding.
Ancora Family Wealth Advisors first reported a position in American Electric Power in Q3 2015 and has held it in 5 quarters since.
Ancora Family Wealth Advisors's American Electric Power position peaked at $432K in Q2 2016.
855 funds tracked by Wall St. Rank held American Electric Power as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.