Parasol Investment Management’s American Electric Power AEP Stock Holding History

Parasol Investment 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	$35K	Sell	520 -3,125	-86%	-$202K	0.06%	64
2016 Q4	$229K	Hold	3,645	–	–	0.24%	56
2016 Q3	$234K	Hold	3,645	–	–	0.24%	54
2016 Q2	$255K	Hold	3,645	–	–	0.27%	53
2016 Q1	$242K	Hold	3,645	–	–	0.24%	49
2015 Q4	$212K	Sell	3,645 -315	-8%	-$17.9K	0.2%	51
2015 Q3	$225K	Sell	3,960 -530	-12%	-$29.4K	0.2%	53
2015 Q2	$238K	Buy	4,490 +3,490	+349%	+$193K	0.16%	58
2015 Q1	$56K	Hold	1,000	–	–	0.04%	98
2014 Q4	$61K	Hold	1,000	–	–	0.04%	102
2014 Q3	$52K	Hold	1,000	–	–	0.04%	105
2014 Q2	$56K	Buy	+1,000	New	+$52.8K	0.04%	102

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

Parasol Investment Management's AEP Position: Q1 2017 in Review

Parasol Investment Management reduced its American Electric Power (AEP) stake by 86% in Q1 2017, selling an estimated $202K and leaving 520 shares worth $35K. The position accounts for 0.06% of the portfolio, ranked #64.

Parasol Investment Management first reported a position in AEP in Q2 2014 and has held it in 12 quarters since. The position peaked at $255K in Q2 2016. 867 funds tracked by Wall St. Rank hold AEP as of Q1 2017.

Parasol Investment Management held 520 shares of American Electric Power worth $35K as of Q1 2017.
Parasol Investment Management sold 3,125 American Electric Power shares in Q1 2017, an estimated $202K.
American Electric Power made up 0.06% of Parasol Investment Management's portfolio in Q1 2017, its #64 holding.
Parasol Investment Management first reported a position in American Electric Power in Q2 2014 and has held it in 12 quarters since.
Parasol Investment Management's American Electric Power position peaked at $255K in Q2 2016.
867 funds tracked by Wall St. Rank held American Electric Power as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.