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Marshall & Sullivan’s American Electric Power AEP Stock Holding History

Marshall & Sullivan’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
2015
Q1 		– Sell
-500
Closed -$30K – 54
2014
Q4 		$30K Buy
+500
New +$28.6K 0.04% 47
2014
Q3 		– Sell
-500
Closed -$27K – 48
2014
Q2 		$27K Buy
+500
New +$26.4K 0.05% 48

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marshall & Sullivan's AEP Position: Q1 2015 in Review

Marshall & Sullivan sold out of American Electric Power (AEP) in Q1 2015, closing a stake of 500 shares — an estimated $30K sold.

Marshall & Sullivan first reported a position in AEP in Q2 2014 and held it in 2 quarters. The position peaked at $30K in Q4 2014. 773 funds tracked by Wall St. Rank hold AEP as of Q1 2015.

  • Marshall & Sullivan reported no remaining American Electric Power position as of Q1 2015 after selling out during the quarter.
  • Marshall & Sullivan sold 500 American Electric Power shares in Q1 2015, an estimated $30K.
  • Marshall & Sullivan first reported a position in American Electric Power in Q2 2014 and held it in 2 quarters.
  • Marshall & Sullivan's American Electric Power position peaked at $30K in Q4 2014.
  • 773 funds tracked by Wall St. Rank held American Electric Power as of Q1 2015.

Based on Marshall & Sullivan's 13F filing for Q1 2015, filed 15 May 2015.