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Paradigm Financial Advisors’s American Electric Power AEP Stock Holding History

Paradigm Financial Advisors’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
Q2 		– Sell
-140
Closed -$7K – 87
2014
Q1 		$7K Hold
140
– – 0.01% 213
2013
Q4 		$7K Buy
+140
New +$6.46K 0.01% 221

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Paradigm Financial Advisors's AEP Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of American Electric Power (AEP) in Q2 2014, closing a stake of 140 shares — an estimated $7K sold.

Paradigm Financial Advisors first reported a position in AEP in Q4 2013 and held it in 2 quarters. The position peaked at $7K in Q1 2014. 716 funds tracked by Wall St. Rank hold AEP as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining American Electric Power position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 140 American Electric Power shares in Q2 2014, an estimated $7K.
  • Paradigm Financial Advisors first reported a position in American Electric Power in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's American Electric Power position peaked at $7K in Q1 2014.
  • 716 funds tracked by Wall St. Rank held American Electric Power as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.