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Independent Portfolio Consultants’s American Electric Power AEP Stock Holding History

Independent Portfolio Consultants’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
2017
Q1 		– Sell
-233
Closed -$15K – 800
2016
Q4 		$15K Sell
233
-632
-73% -$39K ﹤0.01% 653
2016
Q3 		$56K Sell
865
-140
-14% -$9.41K 0.02% 519
2016
Q2 		$70K Sell
1,005
-1,040
-51% -$68.1K 0.02% 504
2016
Q1 		$136K Buy
2,045
+220
+12% +$13.6K 0.04% 430
2015
Q4 		$106K Buy
1,825
+270
+17% +$15.3K 0.03% 457
2015
Q3 		$88K Buy
1,555
+210
+16% +$11.7K 0.02% 478
2015
Q2 		$71K Buy
1,345
+772
+135% +$42.7K 0.01% 561
2015
Q1 		$32K Buy
573
+288
+101% +$17.1K 0.01% 648
2014
Q4 		$17K Buy
285
+125
+78% +$7.15K ﹤0.01% 672
2014
Q3 		$8K Sell
160
-1,204
-88% -$63.7K ﹤0.01% 759
2014
Q2 		$76K Buy
+1,364
New +$72K 0.02% 568

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Independent Portfolio Consultants's AEP Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of American Electric Power (AEP) in Q1 2017, closing a stake of 233 shares — an estimated $15K sold.

Independent Portfolio Consultants first reported a position in AEP in Q2 2014 and held it in 11 quarters. The position peaked at $136K in Q1 2016. 867 funds tracked by Wall St. Rank hold AEP as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining American Electric Power position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 233 American Electric Power shares in Q1 2017, an estimated $15K.
  • Independent Portfolio Consultants first reported a position in American Electric Power in Q2 2014 and held it in 11 quarters.
  • Independent Portfolio Consultants's American Electric Power position peaked at $136K in Q1 2016.
  • 867 funds tracked by Wall St. Rank held American Electric Power as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.