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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-4,543
Closed -$286K 314
2016
Q4
$286K Buy
4,543
+636
+16% +$40K 0.02% 257
2016
Q3
$251K Buy
3,907
+811
+26% +$52.1K 0.02% 253
2016
Q2
$217K Hold
3,096
0.02% 266
2016
Q1
$206K Buy
+3,096
New +$206K 0.02% 268