Summit Financial Wealth Advisors’s American Electric Power AEP Stock Holding History

Summit Financial Wealth Advisors’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
2016 Q3	–	Sell	-20,335	Closed	-$1.43M	–	148
2016 Q2	$1.43M	Buy	20,335 +17,220	+553%	+$1.13M	0.6%	45
2016 Q1	$207K	Buy	+3,115	New	+$193K	0.09%	125
2015 Q3	–	Sell	-75	Closed	-$3K	–	218
2015 Q2	$3K	Hold	75	–	–	﹤0.01%	254
2015 Q1	$4K	Hold	75	–	–	﹤0.01%	215
2014 Q4	$5K	Buy	+75	New	+$4.29K	﹤0.01%	219

Other funds holding AEP

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Summit Financial Wealth Advisors's AEP Position: Q3 2016 in Review

Summit Financial Wealth Advisors sold out of American Electric Power (AEP) in Q3 2016, closing a stake of 20,335 shares — an estimated $1.43M sold.

Summit Financial Wealth Advisors first reported a position in AEP in Q4 2014 and held it in 5 quarters. The position peaked at $1.43M in Q2 2016. 855 funds tracked by Wall St. Rank hold AEP as of Q3 2016.

Summit Financial Wealth Advisors reported no remaining American Electric Power position as of Q3 2016 after selling out during the quarter.
Summit Financial Wealth Advisors sold 20,335 American Electric Power shares in Q3 2016, an estimated $1.43M.
Summit Financial Wealth Advisors first reported a position in American Electric Power in Q4 2014 and held it in 5 quarters.
Summit Financial Wealth Advisors's American Electric Power position peaked at $1.43M in Q2 2016.
855 funds tracked by Wall St. Rank held American Electric Power as of Q3 2016.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2016, filed 5 Oct 2016.