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Baltimore-Washington Financial Advisors’s American Electric Power AEP Stock Holding History

Baltimore-Washington Financial 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
2014
Q4 		– Sell
-333
Closed -$17K – 255
2014
Q3 		$17K Buy
+333
New +$17.6K 0.01% 189

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Baltimore-Washington Financial Advisors's AEP Position: Q4 2014 in Review

Baltimore-Washington Financial Advisors sold out of American Electric Power (AEP) in Q4 2014, closing a stake of 333 shares — an estimated $17K sold.

Baltimore-Washington Financial Advisors first reported a position in AEP in Q3 2014 and held it in 1 quarter. The position peaked at $17K in Q3 2014. 776 funds tracked by Wall St. Rank hold AEP as of Q4 2014.

  • Baltimore-Washington Financial Advisors reported no remaining American Electric Power position as of Q4 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 333 American Electric Power shares in Q4 2014, an estimated $17K.
  • Baltimore-Washington Financial Advisors first reported a position in American Electric Power in Q3 2014 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's American Electric Power position peaked at $17K in Q3 2014.
  • 776 funds tracked by Wall St. Rank held American Electric Power as of Q4 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2014, filed 21 Jan 2015.