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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
2014
Q1 		– Sell
-204
Closed -$7K – 328
2013
Q4 		$7K Buy
+204
New +$9.41K 0.01% 397

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 $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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
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.