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Legacy Wealth Management (Tennessee)’s American Electric Power AEP Stock Holding History

Legacy Wealth Management (Tennessee)’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
-63
Closed -$3.97K – 13
2016
Q4 		$3.97K Buy
+63
New +$3.88K ﹤0.01% 64

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

Legacy Wealth Management (Tennessee)'s AEP Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of American Electric Power (AEP) in Q1 2017, closing a stake of 63 shares — an estimated $3.97K sold.

Legacy Wealth Management (Tennessee) first reported a position in AEP in Q4 2016 and held it in 1 quarter. The position peaked at $3.97K in Q4 2016. 867 funds tracked by Wall St. Rank hold AEP as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining American Electric Power position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 63 American Electric Power shares in Q1 2017, an estimated $3.97K.
  • Legacy Wealth Management (Tennessee) first reported a position in American Electric Power in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s American Electric Power position peaked at $3.97K in Q4 2016.
  • 867 funds tracked by Wall St. Rank held American Electric Power as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.