Kelly Lawrence W & Associates’s American Electric Power AEP Stock Holding History

Kelly Lawrence W & Associates’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	–	Sell	-600	Closed	-$39K	–	157
2016 Q3	$39K	Hold	600	–	–	0.01%	134
2016 Q2	$42K	Hold	600	–	–	0.01%	144
2016 Q1	$40K	Hold	600	–	–	0.01%	130
2015 Q4	$35K	Buy	+600	New	+$34K	0.01%	133

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kelly Lawrence W & Associates's AEP Position: Q4 2016 in Review

Kelly Lawrence W & Associates sold out of American Electric Power (AEP) in Q4 2016, closing a stake of 600 shares — an estimated $39K sold.

Kelly Lawrence W & Associates first reported a position in AEP in Q4 2015 and held it in 4 quarters. The position peaked at $42K in Q2 2016. 871 funds tracked by Wall St. Rank hold AEP as of Q4 2016.

Kelly Lawrence W & Associates reported no remaining American Electric Power position as of Q4 2016 after selling out during the quarter.
Kelly Lawrence W & Associates sold 600 American Electric Power shares in Q4 2016, an estimated $39K.
Kelly Lawrence W & Associates first reported a position in American Electric Power in Q4 2015 and held it in 4 quarters.
Kelly Lawrence W & Associates's American Electric Power position peaked at $42K in Q2 2016.
871 funds tracked by Wall St. Rank held American Electric Power as of Q4 2016.

Based on Kelly Lawrence W & Associates's 13F filing for Q4 2016, filed 14 Feb 2017.