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Gary Goldberg Planning Services’s American Electric Power AEP Stock Holding History

Gary Goldberg Planning Services’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 		$30K Hold
500
– – 0.01% 266
2014
Q3 		$26K Hold
500
– – 0.01% 294
2014
Q2 		$28K Buy
500
+498
+24,900% +$26.3K 0.01% 275
2014
Q1 		$0 Buy
+2
New +$97 ﹤0.01% 388

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Gary Goldberg Planning Services's AEP Position: Q4 2014 in Review

Gary Goldberg Planning Services held its American Electric Power (AEP) position steady in Q4 2014 at 500 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #266.

Gary Goldberg Planning Services first reported a position in AEP in Q1 2014 and has held it in 4 quarters since. 776 funds tracked by Wall St. Rank hold AEP as of Q4 2014.

  • Gary Goldberg Planning Services held 500 shares of American Electric Power worth $30K as of Q4 2014.
  • Gary Goldberg Planning Services left its American Electric Power share count unchanged in Q4 2014.
  • American Electric Power made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #266 holding.
  • Gary Goldberg Planning Services first reported a position in American Electric Power in Q1 2014 and has held it in 4 quarters since.
  • 776 funds tracked by Wall St. Rank held American Electric Power as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.