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Prio Wealth Limited Partnership’s American Electric Power AEP Stock Holding History

Prio Wealth Limited Partnership’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
2015
Q1 		– Sell
-3,584
Closed -$217K – 254
2014
Q4 		$217K Buy
+3,584
New +$205K 0.01% 245

Other funds holding AEP

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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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Prio Wealth Limited Partnership's AEP Position: Q1 2015 in Review

Prio Wealth Limited Partnership sold out of American Electric Power (AEP) in Q1 2015, closing a stake of 3,584 shares — an estimated $217K sold.

Prio Wealth Limited Partnership first reported a position in AEP in Q4 2014 and held it in 1 quarter. The position peaked at $217K in Q4 2014. 773 funds tracked by Wall St. Rank hold AEP as of Q1 2015.

  • Prio Wealth Limited Partnership reported no remaining American Electric Power position as of Q1 2015 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 3,584 American Electric Power shares in Q1 2015, an estimated $217K.
  • Prio Wealth Limited Partnership first reported a position in American Electric Power in Q4 2014 and held it in 1 quarter.
  • Prio Wealth Limited Partnership's American Electric Power position peaked at $217K in Q4 2014.
  • 773 funds tracked by Wall St. Rank held American Electric Power as of Q1 2015.

Based on Prio Wealth Limited Partnership's 13F filing for Q1 2015, filed 5 May 2015.