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First Foundation Advisors’s American Electric Power AEP Stock Holding History

First Foundation 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 		– Sell
-4,543
Closed -$286K – 314
2016
Q4 		$286K Buy
4,543
+636
+16% +$39.2K 0.02% 257
2016
Q3 		$251K Buy
3,907
+811
+26% +$54.5K 0.02% 253
2016
Q2 		$217K Hold
3,096
– – 0.02% 266
2016
Q1 		$206K Buy
+3,096
New +$191K 0.02% 268

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

First Foundation Advisors's AEP Position: Q1 2017 in Review

First Foundation Advisors sold out of American Electric Power (AEP) in Q1 2017, closing a stake of 4,543 shares — an estimated $286K sold.

First Foundation Advisors first reported a position in AEP in Q1 2016 and held it in 4 quarters. The position peaked at $286K in Q4 2016. 867 funds tracked by Wall St. Rank hold AEP as of Q1 2017.

  • First Foundation Advisors reported no remaining American Electric Power position as of Q1 2017 after selling out during the quarter.
  • First Foundation Advisors sold 4,543 American Electric Power shares in Q1 2017, an estimated $286K.
  • First Foundation Advisors first reported a position in American Electric Power in Q1 2016 and held it in 4 quarters.
  • First Foundation Advisors's American Electric Power position peaked at $286K in Q4 2016.
  • 867 funds tracked by Wall St. Rank held American Electric Power as of Q1 2017.

Based on First Foundation Advisors's 13F filing for Q1 2017, filed 5 May 2017.