New York Life Trust’s American Electric Power AEP Stock Holding History

New York Life Trust’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	$3K	Sell	41 -344	-89%	-$22.3K	0.15%	147
2016 Q4	$24K	Buy	385 +252	+189%	+$15.5K	0.11%	172
2016 Q3	$9K	Buy	+133	New	+$8.94K	0.04%	200
2015 Q4	–	Sell	-395	Closed	-$22K	–	220
2015 Q3	$22K	Sell	395 -310	-44%	-$17.2K	0.1%	171
2015 Q2	$37K	Sell	705 -551	-44%	-$30.5K	0.15%	154
2015 Q1	$71K	Buy	1,256 +582	+86%	+$34.5K	0.28%	123
2014 Q4	$41K	Sell	674 -153	-19%	-$8.76K	0.16%	150
2014 Q3	$43K	Buy	827 +645	+354%	+$34.1K	0.18%	154
2014 Q2	$10K	Buy	182 +68	+60%	+$3.59K	0.04%	176
2014 Q1	$6K	Buy	+114	New	+$5.54K	0.03%	180
2013 Q3	–	Sell	-1,089	Closed	-$49K	–	196
2013 Q2	$49K	Buy	+1,089	New	+$52.3K	0.23%	136

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

New York Life Trust's AEP Position: Q1 2017 in Review

New York Life Trust reduced its American Electric Power (AEP) stake by 89% in Q1 2017, selling an estimated $22.3K and leaving 41 shares worth $3K. The position accounts for 0.15% of the portfolio, ranked #147.

New York Life Trust first reported a position in AEP in Q2 2013 and has held it in 11 quarters since. The position peaked at $71K in Q1 2015. 867 funds tracked by Wall St. Rank hold AEP as of Q1 2017.

New York Life Trust held 41 shares of American Electric Power worth $3K as of Q1 2017.
New York Life Trust sold 344 American Electric Power shares in Q1 2017, an estimated $22.3K.
American Electric Power made up 0.15% of New York Life Trust's portfolio in Q1 2017, its #147 holding.
New York Life Trust first reported a position in American Electric Power in Q2 2013 and has held it in 11 quarters since.
New York Life Trust's American Electric Power position peaked at $71K in Q1 2015.
867 funds tracked by Wall St. Rank held American Electric Power as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.