CFO4Life’s American Electric Power AEP Stock Holding History

CFO4Life’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
2016 Q4	$305K	Buy	4,842 +750	+18%	+$46.3K	0.25%	68
2016 Q3	$263K	Sell	4,092 -243	-6%	-$16.3K	0.23%	70
2016 Q2	$304K	Sell	4,335 -978	-18%	-$64K	0.26%	67
2016 Q1	$353K	Buy	5,313 +391	+8%	+$24.2K	0.32%	59
2015 Q4	$287K	Buy	4,922 +14	+0.3%	+$793	0.27%	52
2015 Q3	$279K	Sell	4,908 -431	-8%	-$23.9K	0.3%	52
2015 Q2	$283K	Hold	5,339	–	–	0.24%	63
2015 Q1	$300K	Buy	5,339 +445	+9%	+$26.4K	0.25%	60
2014 Q4	$297K	Buy	+4,894	New	+$280K	0.25%	55

Other funds holding AEP

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFO4Life's AEP Position: Q4 2016 in Review

CFO4Life increased its American Electric Power (AEP) stake by 18% in Q4 2016, buying an estimated $46.3K and bringing the position to 4,842 shares worth $305K. The position accounts for 0.25% of the portfolio, ranked #68.

CFO4Life first reported a position in AEP in Q4 2014 and has held it in 9 quarters since. The position peaked at $353K in Q1 2016. 871 funds tracked by Wall St. Rank hold AEP as of Q4 2016.

CFO4Life held 4,842 shares of American Electric Power worth $305K as of Q4 2016.
CFO4Life bought 750 American Electric Power shares in Q4 2016, an estimated $46.3K.
American Electric Power made up 0.25% of CFO4Life's portfolio in Q4 2016, its #68 holding.
CFO4Life first reported a position in American Electric Power in Q4 2014 and has held it in 9 quarters since.
CFO4Life's American Electric Power position peaked at $353K in Q1 2016.
871 funds tracked by Wall St. Rank held American Electric Power as of Q4 2016.

Based on CFO4Life's 13F filing for Q4 2016, filed 30 Jan 2017.