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Fusion Investment Group’s American Electric Power AEP Stock Holding History

Fusion Investment Group’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
Q3 		– Sell
-400
Closed -$21K – 160
2015
Q2 		$21K Buy
+400
New +$22.1K 0.02% 144
2014
Q4 		– Sell
-400
Closed -$21K – 107
2014
Q3 		$21K Hold
400
– – 0.02% 140
2014
Q2 		$22K Sell
400
-2,738
-87% -$144K 0.02% 156
2014
Q1 		$162K Buy
3,138
+573
+22% +$27.8K 0.16% 81
2013
Q4 		$120K Buy
+2,565
New +$118K 0.09% 135

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fusion Investment Group's AEP Position: Q3 2015 in Review

Fusion Investment Group sold out of American Electric Power (AEP) in Q3 2015, closing a stake of 400 shares — an estimated $21K sold.

Fusion Investment Group first reported a position in AEP in Q4 2013 and held it in 5 quarters. The position peaked at $162K in Q1 2014. 777 funds tracked by Wall St. Rank hold AEP as of Q3 2015.

  • Fusion Investment Group reported no remaining American Electric Power position as of Q3 2015 after selling out during the quarter.
  • Fusion Investment Group sold 400 American Electric Power shares in Q3 2015, an estimated $21K.
  • Fusion Investment Group first reported a position in American Electric Power in Q4 2013 and held it in 5 quarters.
  • Fusion Investment Group's American Electric Power position peaked at $162K in Q1 2014.
  • 777 funds tracked by Wall St. Rank held American Electric Power as of Q3 2015.

Based on Fusion Investment Group's 13F filing for Q3 2015, filed 16 Nov 2015.