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Kanaly Trust’s American Electric Power AEP Stock Holding History

Kanaly Trust’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
Q4 		$737K Buy
11,706
+215
+2% +$13.3K 0.16% 63
2016
Q3 		$738K Buy
11,491
+375
+3% +$25.2K 0.16% 72
2016
Q2 		$779K Buy
11,116
+549
+5% +$35.9K 0.16% 73
2016
Q1 		$702K Buy
10,567
+252
+2% +$15.6K 0.14% 77
2015
Q4 		$601K Sell
10,315
-258
-2% -$14.6K 0.12% 85
2015
Q3 		$601K Buy
10,573
+345
+3% +$19.1K 0.13% 87
2015
Q2 		$542K Sell
10,228
-995
-9% -$55.1K 0.11% 99
2015
Q1 		$631K Buy
11,223
+115
+1% +$6.82K 0.12% 97
2014
Q4 		$674K Buy
11,108
+218
+2% +$12.5K 0.13% 80
2014
Q3 		$569K Sell
10,890
-2,567
-19% -$136K 0.11% 98
2014
Q2 		$750K Buy
13,457
+288
+2% +$15.2K 0.14% 86
2014
Q1 		$667K Buy
13,169
+103
+0.8% +$5K 0.13% 87
2013
Q4 		$611K Buy
+13,066
New +$603K 0.12% 90

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kanaly Trust's AEP Position: Q4 2016 in Review

Kanaly Trust increased its American Electric Power (AEP) stake by 1.9% in Q4 2016, buying an estimated $13.3K and bringing the position to 11,706 shares worth $737K. The position accounts for 0.16% of the portfolio, ranked #63.

Kanaly Trust first reported a position in AEP in Q4 2013 and has held it in 13 quarters since. The position peaked at $779K in Q2 2016. 871 funds tracked by Wall St. Rank hold AEP as of Q4 2016.

  • Kanaly Trust held 11,706 shares of American Electric Power worth $737K as of Q4 2016.
  • Kanaly Trust bought 215 American Electric Power shares in Q4 2016, an estimated $13.3K.
  • American Electric Power made up 0.16% of Kanaly Trust's portfolio in Q4 2016, its #63 holding.
  • Kanaly Trust first reported a position in American Electric Power in Q4 2013 and has held it in 13 quarters since.
  • Kanaly Trust's American Electric Power position peaked at $779K in Q2 2016.
  • 871 funds tracked by Wall St. Rank held American Electric Power as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.