Boston Private Bank & Trust’s American Electric Power AEP Stock Holding History

Boston Private Bank & Trust’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	$146K	Buy	2,600 +300	+13%	+$17.8K	0.01%	433
2014 Q4	$140K	Sell	2,300 -90	-4%	-$5.15K	0.01%	444
2014 Q3	$125K	Buy	2,390 +90	+4%	+$4.76K	0.01%	446
2014 Q2	$128K	Sell	2,300 -376	-14%	-$19.8K	0.01%	449
2014 Q1	$136K	Sell	2,676 -800	-23%	-$38.9K	0.01%	448
2013 Q4	$162K	Buy	3,476 +956	+38%	+$44.1K	0.01%	417
2013 Q3	$109K	Sell	2,520 -800	-24%	-$35.6K	0.01%	457
2013 Q2	$149K	Buy	+3,320	New	+$159K	0.01%	403

Other funds holding AEP

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

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Private Bank & Trust's AEP Position: Q1 2015 in Review

Boston Private Bank & Trust increased its American Electric Power (AEP) stake by 13% in Q1 2015, buying an estimated $17.8K and bringing the position to 2,600 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #433.

Boston Private Bank & Trust first reported a position in AEP in Q2 2013 and has held it in 8 quarters since. The position peaked at $162K in Q4 2013. 774 funds tracked by Wall St. Rank hold AEP as of Q1 2015.

Boston Private Bank & Trust held 2,600 shares of American Electric Power worth $146K as of Q1 2015.
Boston Private Bank & Trust bought 300 American Electric Power shares in Q1 2015, an estimated $17.8K.
American Electric Power made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #433 holding.
Boston Private Bank & Trust first reported a position in American Electric Power in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's American Electric Power position peaked at $162K in Q4 2013.
774 funds tracked by Wall St. Rank held American Electric Power as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.