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Baird’s American Electric Power AEP Stock Holding History

Baird’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 		$3.12M Sell
55,545
-2,791
-5% -$166K 0.03% 440
2014
Q4 		$3.54M Buy
58,336
+2,208
+4% +$126K 0.04% 414
2014
Q3 		$2.93M Buy
56,128
+2,872
+5% +$152K 0.04% 364
2014
Q2 		$2.97M Buy
53,256
+411
+0.8% +$21.7K 0.04% 380
2014
Q1 		$2.68M Buy
52,845
+17,907
+51% +$870K 0.04% 405
2013
Q4 		$1.63M Buy
34,938
+1,034
+3% +$47.7K 0.03% 499
2013
Q3 		$1.47M Sell
33,904
-37
-0.1% -$1.65K 0.03% 496
2013
Q2 		$1.52M Buy
+33,941
New +$1.63M 0.03% 469

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

Baird's AEP Position: Q1 2015 in Review

Baird reduced its American Electric Power (AEP) stake by 4.8% in Q1 2015, selling an estimated $166K and leaving 55,545 shares worth $3.12M. The position accounts for 0.03% of the portfolio, ranked #440.

Baird first reported a position in AEP in Q2 2013 and has held it in 8 quarters since. The position peaked at $3.54M in Q4 2014. 773 funds tracked by Wall St. Rank hold AEP as of Q1 2015.

  • Baird held 55,545 shares of American Electric Power worth $3.12M as of Q1 2015.
  • Baird sold 2,791 American Electric Power shares in Q1 2015, an estimated $166K.
  • American Electric Power made up 0.03% of Baird's portfolio in Q1 2015, its #440 holding.
  • Baird first reported a position in American Electric Power in Q2 2013 and has held it in 8 quarters since.
  • Baird's American Electric Power position peaked at $3.54M in Q4 2014.
  • 773 funds tracked by Wall St. Rank held American Electric Power as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.