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Stifel Trust’s American Electric Power AEP Stock Holding History

Stifel Trust’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
Q3 		$16K Hold
300
– – ﹤0.01% 372
2014
Q2 		$17K Hold
300
– – ﹤0.01% 340
2014
Q1 		$16K Hold
300
– – ﹤0.01% 365
2013
Q4 		$15K Sell
300
-500
-63% -$23.1K ﹤0.01% 363
2013
Q3 		$35K Hold
800
– – 0.01% 296
2013
Q2 		$36K Buy
+800
New +$38.4K 0.01% 271

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Stifel Trust's AEP Position: Q3 2014 in Review

Stifel Trust held its American Electric Power (AEP) position steady in Q3 2014 at 300 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Stifel Trust first reported a position in AEP in Q2 2013 and has held it in 6 quarters since. The position peaked at $36K in Q2 2013. 730 funds tracked by Wall St. Rank hold AEP as of Q3 2014.

  • Stifel Trust held 300 shares of American Electric Power worth $16K as of Q3 2014.
  • Stifel Trust left its American Electric Power share count unchanged in Q3 2014.
  • American Electric Power made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #372 holding.
  • Stifel Trust first reported a position in American Electric Power in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's American Electric Power position peaked at $36K in Q2 2013.
  • 730 funds tracked by Wall St. Rank held American Electric Power as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.