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Intersect Capital’s American Electric Power AEP Stock Holding History

Intersect Capital’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
Q2 		– Sell
-1,287
Closed -$73K – 107
2015
Q1 		$73K Buy
1,287
+134
+12% +$7.95K 0.06% 148
2014
Q4 		$70K Buy
+1,153
New +$66K 0.06% 156

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Intersect Capital's AEP Position: Q2 2015 in Review

Intersect Capital sold out of American Electric Power (AEP) in Q2 2015, closing a stake of 1,287 shares — an estimated $73K sold.

Intersect Capital first reported a position in AEP in Q4 2014 and held it in 2 quarters. The position peaked at $73K in Q1 2015. 755 funds tracked by Wall St. Rank hold AEP as of Q2 2015.

  • Intersect Capital reported no remaining American Electric Power position as of Q2 2015 after selling out during the quarter.
  • Intersect Capital sold 1,287 American Electric Power shares in Q2 2015, an estimated $73K.
  • Intersect Capital first reported a position in American Electric Power in Q4 2014 and held it in 2 quarters.
  • Intersect Capital's American Electric Power position peaked at $73K in Q1 2015.
  • 755 funds tracked by Wall St. Rank held American Electric Power as of Q2 2015.

Based on Intersect Capital's 13F filing for Q2 2015, filed 3 Aug 2015.