CT Financial Advisors’s American Electric Power AEP Stock Holding History

CT 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
2017 Q1	$20.1K	Hold	300	–	–	0.01%	364
2016 Q4	$18.9K	Hold	300	–	–	0.01%	361
2016 Q3	$19.3K	Hold	300	–	–	0.01%	362
2016 Q2	$21K	Hold	300	–	–	0.01%	344
2016 Q1	$19.9K	Hold	300	–	–	0.01%	372
2015 Q4	$17.5K	Hold	300	–	–	0.01%	399
2015 Q3	$17.1K	Hold	300	–	–	0.01%	400
2015 Q2	$15.9K	Hold	300	–	–	0.01%	418
2015 Q1	$16.9K	Hold	300	–	–	0.01%	409
2014 Q4	$18.2K	Buy	+300	New	+$17.2K	0.01%	327
2014 Q1	$16.9K	Buy	+300	New	+$14.6K	0.01%	409

Other funds holding AEP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CT Financial Advisors's AEP Position: Q1 2017 in Review

CT Financial Advisors held its American Electric Power (AEP) position steady in Q1 2017 at 300 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #364.

CT Financial Advisors first reported a position in AEP in Q1 2014 and has held it in 11 quarters since. The position peaked at $21K in Q2 2016. 867 funds tracked by Wall St. Rank hold AEP as of Q1 2017.

CT Financial Advisors held 300 shares of American Electric Power worth $20.1K as of Q1 2017.
CT Financial Advisors left its American Electric Power share count unchanged in Q1 2017.
American Electric Power made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #364 holding.
CT Financial Advisors first reported a position in American Electric Power in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's American Electric Power position peaked at $21K in Q2 2016.
867 funds tracked by Wall St. Rank held American Electric Power as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.