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Solaris Asset Management’s American Electric Power AEP Stock Holding History

Solaris Asset 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
Q3 		– Sell
-110
Closed -$8K – 269
2017
Q2 		$8K Buy
+110
New +$7.64K ﹤0.01% 249

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Solaris Asset Management's AEP Position: Q3 2017 in Review

Solaris Asset Management sold out of American Electric Power (AEP) in Q3 2017, closing a stake of 110 shares — an estimated $8K sold.

Solaris Asset Management first reported a position in AEP in Q2 2017 and held it in 1 quarter. The position peaked at $8K in Q2 2017. 896 funds tracked by Wall St. Rank hold AEP as of Q3 2017.

  • Solaris Asset Management reported no remaining American Electric Power position as of Q3 2017 after selling out during the quarter.
  • Solaris Asset Management sold 110 American Electric Power shares in Q3 2017, an estimated $8K.
  • Solaris Asset Management first reported a position in American Electric Power in Q2 2017 and held it in 1 quarter.
  • Solaris Asset Management's American Electric Power position peaked at $8K in Q2 2017.
  • 896 funds tracked by Wall St. Rank held American Electric Power as of Q3 2017.

Based on Solaris Asset Management's 13F filing for Q3 2017, filed 10 Oct 2017.