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LBA Wealth Management’s American Electric Power AEP Stock Holding History

LBA Wealth Management’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 		$26K Sell
392
-4
-1% -$259 0.01% 247
2016
Q4 		$25K Buy
396
+289
+270% +$17.8K 0.01% 240
2016
Q3 		$7K Hold
107
– – ﹤0.01% 342
2016
Q2 		$7K Hold
107
– – ﹤0.01% 325
2016
Q1 		$7K Hold
107
– – ﹤0.01% 322
2015
Q4 		$6K Hold
107
– – ﹤0.01% 323
2015
Q3 		$6K Buy
+107
New +$5.94K ﹤0.01% 275

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LBA Wealth Management's AEP Position: Q1 2017 in Review

LBA Wealth Management reduced its American Electric Power (AEP) stake by 1% in Q1 2017, selling an estimated $259 and leaving 392 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #247.

LBA Wealth Management first reported a position in AEP in Q3 2015 and has held it in 7 quarters since. 867 funds tracked by Wall St. Rank hold AEP as of Q1 2017.

  • LBA Wealth Management held 392 shares of American Electric Power worth $26K as of Q1 2017.
  • LBA Wealth Management sold 4 American Electric Power shares in Q1 2017, an estimated $259.
  • American Electric Power made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #247 holding.
  • LBA Wealth Management first reported a position in American Electric Power in Q3 2015 and has held it in 7 quarters since.
  • 867 funds tracked by Wall St. Rank held American Electric Power as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.