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Aris Wealth Services’s American Electric Power AEP Stock Holding History

Aris Wealth Services’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
Q3 		$25K Hold
447
– – 0.05% 142
2015
Q2 		$24K Buy
+447
New +$24.7K 0.02% 295

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aris Wealth Services's AEP Position: Q3 2015 in Review

Aris Wealth Services held its American Electric Power (AEP) position steady in Q3 2015 at 447 shares worth $25K. The position accounts for 0.05% of the portfolio, ranked #142.

Aris Wealth Services first reported a position in AEP in Q2 2015 and has held it in 2 quarters since. 776 funds tracked by Wall St. Rank hold AEP as of Q3 2015.

  • Aris Wealth Services held 447 shares of American Electric Power worth $25K as of Q3 2015.
  • Aris Wealth Services left its American Electric Power share count unchanged in Q3 2015.
  • American Electric Power made up 0.05% of Aris Wealth Services's portfolio in Q3 2015, its #142 holding.
  • Aris Wealth Services first reported a position in American Electric Power in Q2 2015 and has held it in 2 quarters since.
  • 776 funds tracked by Wall St. Rank held American Electric Power as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.