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Appleton Partners’s American Electric Power AEP Stock Holding History

Appleton Partners’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
2015
Q1 		– Sell
-3,477
Closed -$211K – 183
2014
Q4 		$211K Buy
+3,477
New +$199K 0.05% 174

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Appleton Partners's AEP Position: Q1 2015 in Review

Appleton Partners sold out of American Electric Power (AEP) in Q1 2015, closing a stake of 3,477 shares — an estimated $211K sold.

Appleton Partners first reported a position in AEP in Q4 2014 and held it in 1 quarter. The position peaked at $211K in Q4 2014. 773 funds tracked by Wall St. Rank hold AEP as of Q1 2015.

  • Appleton Partners reported no remaining American Electric Power position as of Q1 2015 after selling out during the quarter.
  • Appleton Partners sold 3,477 American Electric Power shares in Q1 2015, an estimated $211K.
  • Appleton Partners first reported a position in American Electric Power in Q4 2014 and held it in 1 quarter.
  • Appleton Partners's American Electric Power position peaked at $211K in Q4 2014.
  • 773 funds tracked by Wall St. Rank held American Electric Power as of Q1 2015.

Based on Appleton Partners's 13F filing for Q1 2015, filed 30 Apr 2015.