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CrestPoint Capital Management’s American Electric Power AEP Stock Holding History

CrestPoint Capital 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
2017
Q1 		– Sell
-6,700
Closed -$422K – 211
2016
Q4 		$422K Buy
+6,700
New +$413K 0.21% 152
2016
Q3 		– Sell
-3,100
Closed -$217K – 219
2016
Q2 		$217K Buy
+3,100
New +$203K 0.12% 199
2014
Q4 		– Sell
-4,800
Closed -$251K – 220
2014
Q3 		$251K Hold
4,800
– – 0.15% 187
2014
Q2 		$268K Hold
4,800
– – 0.16% 181
2014
Q1 		$243K Buy
+4,800
New +$233K 0.15% 188

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CrestPoint Capital Management's AEP Position: Q1 2017 in Review

CrestPoint Capital Management sold out of American Electric Power (AEP) in Q1 2017, closing a stake of 6,700 shares — an estimated $422K sold.

CrestPoint Capital Management first reported a position in AEP in Q1 2014 and held it in 5 quarters. The position peaked at $422K in Q4 2016. 867 funds tracked by Wall St. Rank hold AEP as of Q1 2017.

  • CrestPoint Capital Management reported no remaining American Electric Power position as of Q1 2017 after selling out during the quarter.
  • CrestPoint Capital Management sold 6,700 American Electric Power shares in Q1 2017, an estimated $422K.
  • CrestPoint Capital Management first reported a position in American Electric Power in Q1 2014 and held it in 5 quarters.
  • CrestPoint Capital Management's American Electric Power position peaked at $422K in Q4 2016.
  • 867 funds tracked by Wall St. Rank held American Electric Power as of Q1 2017.

Based on CrestPoint Capital Management's 13F filing for Q1 2017, filed 12 Apr 2017.