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KMS Financial Services’s American Electric Power AEP Stock Holding History

KMS Financial Services’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
2014
Q3 		$1.63M Buy
31,247
+1,202
+4% +$63.6K 0.23% 110
2014
Q2 		$1.68M Buy
30,045
+1,360
+5% +$71.7K 0.24% 103
2014
Q1 		$1.45M Buy
28,685
+439
+2% +$21.3K 0.23% 106
2013
Q4 		$1.32M Buy
28,246
+1,901
+7% +$87.7K 0.22% 110
2013
Q3 		$1.14M Buy
26,345
+3,160
+14% +$141K 0.28% 84
2013
Q2 		$1.04M Buy
+23,185
New +$1.11M 0.29% 86

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

KMS Financial Services's AEP Position: Q3 2014 in Review

KMS Financial Services increased its American Electric Power (AEP) stake by 4% in Q3 2014, buying an estimated $63.6K and bringing the position to 31,247 shares worth $1.63M. The position accounts for 0.23% of the portfolio, ranked #110.

KMS Financial Services first reported a position in AEP in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.68M in Q2 2014. 730 funds tracked by Wall St. Rank hold AEP as of Q3 2014.

  • KMS Financial Services held 31,247 shares of American Electric Power worth $1.63M as of Q3 2014.
  • KMS Financial Services bought 1,202 American Electric Power shares in Q3 2014, an estimated $63.6K.
  • American Electric Power made up 0.23% of KMS Financial Services's portfolio in Q3 2014, its #110 holding.
  • KMS Financial Services first reported a position in American Electric Power in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's American Electric Power position peaked at $1.68M in Q2 2014.
  • 730 funds tracked by Wall St. Rank held American Electric Power as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.