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Kelman-Lazarov Inc’s American Electric Power AEP Stock Holding History

Kelman-Lazarov Inc’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
-500
Closed -$31.5K – 105
2016
Q4 		$31.5K Hold
500
– – 0.02% 194
2016
Q3 		$31.1K Hold
500
– – 0.02% 215
2016
Q2 		$35.1K Hold
500
– – 0.02% 192
2016
Q1 		$34K Buy
+500
New +$30.9K 0.02% 208

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 $3.38T AUM 44.17% 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

Kelman-Lazarov Inc's AEP Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of American Electric Power (AEP) in Q1 2017, closing a stake of 500 shares — an estimated $31.5K sold.

Kelman-Lazarov Inc first reported a position in AEP in Q1 2016 and held it in 4 quarters. The position peaked at $35.1K in Q2 2016. 867 funds tracked by Wall St. Rank hold AEP as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining American Electric Power position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 500 American Electric Power shares in Q1 2017, an estimated $31.5K.
  • Kelman-Lazarov Inc first reported a position in American Electric Power in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's American Electric Power position peaked at $35.1K in Q2 2016.
  • 867 funds tracked by Wall St. Rank held American Electric Power as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.