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Gupta Wealth Management’s American Electric Power AEP Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$12K Sell
187
-200
-52% -$12.4K ﹤0.01% 820
2015
Q4 		$23K Buy
387
+200
+107% +$11.3K 0.01% 620
2015
Q3 		$11K Buy
187
+11
+6% +$610 ﹤0.01% 877
2015
Q2 		$9K Buy
176
+83
+89% +$4.59K ﹤0.01% 906
2015
Q1 		$5K Buy
+93
New +$5.52K ﹤0.01% 883

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gupta Wealth Management's AEP Position: Q1 2016 in Review

Gupta Wealth Management reduced its American Electric Power (AEP) stake by 52% in Q1 2016, selling an estimated $12.4K and leaving 187 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Gupta Wealth Management first reported a position in AEP in Q1 2015 and has held it in 5 quarters since. The position peaked at $23K in Q4 2015. 846 funds tracked by Wall St. Rank hold AEP as of Q1 2016.

  • Gupta Wealth Management held 187 shares of American Electric Power worth $12K as of Q1 2016.
  • Gupta Wealth Management sold 200 American Electric Power shares in Q1 2016, an estimated $12.4K.
  • American Electric Power made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #820 holding.
  • Gupta Wealth Management first reported a position in American Electric Power in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's American Electric Power position peaked at $23K in Q4 2015.
  • 846 funds tracked by Wall St. Rank held American Electric Power as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.