ParenteBeard Wealth Management’s American Electric Power AEP Stock Holding History

ParenteBeard Wealth 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
2014 Q4	$9.46K	Sell	575 -8,889	-94%	-$509K	0.11%	59
2014 Q3	$494K	Hold	9,464	–	–	0.21%	64
2014 Q2	$528K	Hold	9,464	–	–	0.23%	56
2014 Q1	$479K	Hold	9,464	–	–	0.24%	60
2013 Q4	$442K	Hold	9,464	–	–	0.17%	83
2013 Q3	$410K	Hold	9,464	–	–	0.2%	62
2013 Q2	$424K	Buy	+9,464	New	+$454K	0.19%	63

Other funds holding AEP

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

ParenteBeard Wealth Management's AEP Position: Q4 2014 in Review

ParenteBeard Wealth Management reduced its American Electric Power (AEP) stake by 94% in Q4 2014, selling an estimated $509K and leaving 575 shares worth $9.46K. The position accounts for 0.11% of the portfolio, ranked #59.

ParenteBeard Wealth Management first reported a position in AEP in Q2 2013 and has held it in 7 quarters since. The position peaked at $528K in Q2 2014. 776 funds tracked by Wall St. Rank hold AEP as of Q4 2014.

ParenteBeard Wealth Management held 575 shares of American Electric Power worth $9.46K as of Q4 2014.
ParenteBeard Wealth Management sold 8,889 American Electric Power shares in Q4 2014, an estimated $509K.
American Electric Power made up 0.11% of ParenteBeard Wealth Management's portfolio in Q4 2014, its #59 holding.
ParenteBeard Wealth Management first reported a position in American Electric Power in Q2 2013 and has held it in 7 quarters since.
ParenteBeard Wealth Management's American Electric Power position peaked at $528K in Q2 2014.
776 funds tracked by Wall St. Rank held American Electric Power as of Q4 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.