Davidson Investment Advisors’s American Electric Power AEP Stock Holding History

Davidson Investment 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 Q3	–	Sell	-1,690	Closed	-$117K	–	104
2017 Q2	$117K	Hold	1,690	–	–	0.02%	107
2017 Q1	$113K	Hold	1,690	–	–	0.01%	114
2016 Q4	$106K	Hold	1,690	–	–	0.02%	119
2016 Q3	$108K	Hold	1,690	–	–	0.02%	113
2016 Q2	$118K	Hold	1,690	–	–	0.02%	113
2016 Q1	$112K	Hold	1,690	–	–	0.02%	148
2015 Q4	$98K	Hold	1,690	–	–	0.02%	156
2015 Q3	$96K	Hold	1,690	–	–	0.02%	141
2015 Q2	$89K	Hold	1,690	–	–	0.01%	151
2015 Q1	$95K	Hold	1,690	–	–	0.01%	139
2014 Q4	$102K	Hold	1,690	–	–	0.02%	135
2014 Q3	$88K	Hold	1,690	–	–	0.01%	140
2014 Q2	$94K	Hold	1,690	–	–	0.01%	138
2014 Q1	$85K	Hold	1,690	–	–	0.01%	137
2013 Q4	$78K	Hold	1,690	–	–	0.01%	135
2013 Q3	$73K	Hold	1,690	–	–	0.01%	133
2013 Q2	$75K	Buy	+1,690	New	+$81.1K	0.01%	134

Other funds holding AEP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Davidson Investment Advisors's AEP Position: Q3 2017 in Review

Davidson Investment Advisors sold out of American Electric Power (AEP) in Q3 2017, closing a stake of 1,690 shares — an estimated $117K sold.

Davidson Investment Advisors first reported a position in AEP in Q2 2013 and held it in 17 quarters. The position peaked at $118K in Q2 2016. 896 funds tracked by Wall St. Rank hold AEP as of Q3 2017.

Davidson Investment Advisors reported no remaining American Electric Power position as of Q3 2017 after selling out during the quarter.
Davidson Investment Advisors sold 1,690 American Electric Power shares in Q3 2017, an estimated $117K.
Davidson Investment Advisors first reported a position in American Electric Power in Q2 2013 and held it in 17 quarters.
Davidson Investment Advisors's American Electric Power position peaked at $118K in Q2 2016.
896 funds tracked by Wall St. Rank held American Electric Power as of Q3 2017.

Based on Davidson Investment Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.