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Physicians Financial Services’s American Electric Power AEP Stock Holding History

Physicians Financial Services’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 		– Sell
-358
Closed -$25K – 112
2016
Q4 		$25K Hold
358
– – 0.02% 195
2016
Q3 		$22K Hold
358
– – 0.02% 195
2016
Q2 		$25K Hold
358
– – 0.02% 192
2016
Q1 		$24K Hold
358
– – 0.02% 181
2015
Q4 		$21K Buy
+358
New +$20.3K 0.02% 204

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Physicians Financial Services's AEP Position: Q1 2017 in Review

Physicians Financial Services sold out of American Electric Power (AEP) in Q1 2017, closing a stake of 358 shares — an estimated $25K sold.

Physicians Financial Services first reported a position in AEP in Q4 2015 and held it in 5 quarters. The position peaked at $25K in Q4 2016. 867 funds tracked by Wall St. Rank hold AEP as of Q1 2017.

  • Physicians Financial Services reported no remaining American Electric Power position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 358 American Electric Power shares in Q1 2017, an estimated $25K.
  • Physicians Financial Services first reported a position in American Electric Power in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's American Electric Power position peaked at $25K in Q4 2016.
  • 867 funds tracked by Wall St. Rank held American Electric Power as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.