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Concert Wealth Management’s American Electric Power AEP Stock Holding History

Concert Wealth Management’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 		– Sell
-5,446
Closed -$351K – 501
2016
Q3 		$351K Sell
5,446
-1,900
-26% -$128K 0.04% 448
2016
Q2 		$513K Buy
7,346
+96
+1% +$6.28K 0.07% 339
2016
Q1 		$484K Sell
7,250
-271
-4% -$16.8K 0.06% 362
2015
Q4 		$443K Buy
7,521
+658
+10% +$37.3K 0.06% 382
2015
Q3 		$391K Buy
6,863
+402
+6% +$22.3K 0.05% 404
2015
Q2 		$341K Sell
6,461
-809
-11% -$44.8K 0.04% 456
2015
Q1 		$260K Sell
7,270
-8,331
-53% -$494K 0.07% 334
2014
Q4 		$944K Buy
15,601
+6,236
+67% +$357K 0.14% 185
2014
Q3 		$490K Buy
9,365
+152
+2% +$8.04K 0.07% 268
2014
Q2 		$501K Buy
9,213
+218
+2% +$11.5K 0.06% 272
2014
Q1 		$450K Hold
8,995
– – 0.06% 299
2013
Q4 		$420K Sell
8,995
-198
-2% -$9.14K 0.05% 304
2013
Q3 		$398K Sell
9,193
-278
-3% -$12.4K 0.06% 300
2013
Q2 		$422K Buy
+9,471
New +$455K 0.06% 259

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Concert Wealth Management's AEP Position: Q4 2016 in Review

Concert Wealth Management sold out of American Electric Power (AEP) in Q4 2016, closing a stake of 5,446 shares — an estimated $351K sold.

Concert Wealth Management first reported a position in AEP in Q2 2013 and held it in 14 quarters. The position peaked at $944K in Q4 2014. 871 funds tracked by Wall St. Rank hold AEP as of Q4 2016.

  • Concert Wealth Management reported no remaining American Electric Power position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 5,446 American Electric Power shares in Q4 2016, an estimated $351K.
  • Concert Wealth Management first reported a position in American Electric Power in Q2 2013 and held it in 14 quarters.
  • Concert Wealth Management's American Electric Power position peaked at $944K in Q4 2014.
  • 871 funds tracked by Wall St. Rank held American Electric Power as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.