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Taylor Wealth Management Partners’s American Electric Power AEP Stock Holding History

Taylor Wealth Management Partners’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
Q2 		– Sell
-200
Closed -$11K – 182
2015
Q1 		$11K Buy
+200
New +$11.9K ﹤0.01% 135

Other funds holding AEP

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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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Taylor Wealth Management Partners's AEP Position: Q2 2015 in Review

Taylor Wealth Management Partners sold out of American Electric Power (AEP) in Q2 2015, closing a stake of 200 shares — an estimated $11K sold.

Taylor Wealth Management Partners first reported a position in AEP in Q1 2015 and held it in 1 quarter. The position peaked at $11K in Q1 2015. 755 funds tracked by Wall St. Rank hold AEP as of Q2 2015.

  • Taylor Wealth Management Partners reported no remaining American Electric Power position as of Q2 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 200 American Electric Power shares in Q2 2015, an estimated $11K.
  • Taylor Wealth Management Partners first reported a position in American Electric Power in Q1 2015 and held it in 1 quarter.
  • Taylor Wealth Management Partners's American Electric Power position peaked at $11K in Q1 2015.
  • 755 funds tracked by Wall St. Rank held American Electric Power as of Q2 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2015, filed 6 Nov 2015.