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

Elite 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
2015 Q1	–	Sell	-12,295	Closed	-$746K	–	64
2014 Q4	$746K	Sell	12,295 -440	-3%	-$25.2K	0.71%	33
2014 Q3	$665K	Sell	12,735 -3,718	-23%	-$197K	0.6%	32
2014 Q2	$918K	Sell	16,453 -5,481	-25%	-$289K	0.92%	26
2014 Q1	$1.11M	Sell	21,934 -7,908	-26%	-$384K	0.9%	33
2013 Q4	$1.4M	Buy	29,842 +15,996	+116%	+$738K	1.02%	22
2013 Q3	$600K	Buy	13,846 +11,846	+592%	+$527K	0.53%	42
2013 Q2	$90K	Buy	+2,000	New	+$96K	0.13%	77

Other funds holding AEP

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

Elite Wealth Management's AEP Position: Q1 2015 in Review

Elite Wealth Management sold out of American Electric Power (AEP) in Q1 2015, closing a stake of 12,295 shares — an estimated $746K sold.

Elite Wealth Management first reported a position in AEP in Q2 2013 and held it in 7 quarters. The position peaked at $1.4M in Q4 2013. 773 funds tracked by Wall St. Rank hold AEP as of Q1 2015.

Elite Wealth Management reported no remaining American Electric Power position as of Q1 2015 after selling out during the quarter.
Elite Wealth Management sold 12,295 American Electric Power shares in Q1 2015, an estimated $746K.
Elite Wealth Management first reported a position in American Electric Power in Q2 2013 and held it in 7 quarters.
Elite Wealth Management's American Electric Power position peaked at $1.4M in Q4 2013.
773 funds tracked by Wall St. Rank held American Electric Power as of Q1 2015.

Based on Elite Wealth Management's 13F filing for Q1 2015, filed 13 Oct 2016.