FBT
AEP icon

Founders Bank & Trust’s American Electric Power AEP Stock Holding History

Founders Bank & Trust’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
Q4 		$757K Sell
12,463
-66
-0.5% -$3.78K 0.4% 41
2014
Q3 		$654K Buy
12,529
+746
+6% +$39.4K 0.37% 45
2014
Q2 		$658K Buy
11,783
+156
+1% +$8.23K 0.36% 47
2014
Q1 		$589K Buy
11,627
+1,104
+10% +$53.6K 0.34% 49
2013
Q4 		$504K Buy
10,523
+1,954
+23% +$90.2K 0.29% 52
2013
Q3 		$371K Buy
8,569
+1,620
+23% +$72K 0.19% 60
2013
Q2 		$311K Buy
+6,949
New +$334K 0.17% 63

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Founders Bank & Trust's AEP Position: Q4 2014 in Review

Founders Bank & Trust reduced its American Electric Power (AEP) stake by 0.53% in Q4 2014, selling an estimated $3.78K and leaving 12,463 shares worth $757K. The position accounts for 0.4% of the portfolio, ranked #41.

Founders Bank & Trust first reported a position in AEP in Q2 2013 and has held it in 7 quarters since. 777 funds tracked by Wall St. Rank hold AEP as of Q4 2014.

  • Founders Bank & Trust held 12,463 shares of American Electric Power worth $757K as of Q4 2014.
  • Founders Bank & Trust sold 66 American Electric Power shares in Q4 2014, an estimated $3.78K.
  • American Electric Power made up 0.4% of Founders Bank & Trust's portfolio in Q4 2014, its #41 holding.
  • Founders Bank & Trust first reported a position in American Electric Power in Q2 2013 and has held it in 7 quarters since.
  • 777 funds tracked by Wall St. Rank held American Electric Power as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.