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Transform Wealth’s American Electric Power AEP Stock Holding History

Transform Wealth’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
Q1 		– Sell
-15,209
Closed -$958K – 212
2016
Q4 		$958K Buy
15,209
+1,887
+14% +$116K 0.38% 91
2016
Q3 		$855K Sell
13,322
-2,021
-13% -$136K 0.37% 88
2016
Q2 		$1.07M Buy
+15,343
New +$1M 0.45% 73

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Transform Wealth's AEP Position: Q1 2017 in Review

Transform Wealth sold out of American Electric Power (AEP) in Q1 2017, closing a stake of 15,209 shares — an estimated $958K sold.

Transform Wealth first reported a position in AEP in Q2 2016 and held it in 3 quarters. The position peaked at $1.07M in Q2 2016. 867 funds tracked by Wall St. Rank hold AEP as of Q1 2017.

  • Transform Wealth reported no remaining American Electric Power position as of Q1 2017 after selling out during the quarter.
  • Transform Wealth sold 15,209 American Electric Power shares in Q1 2017, an estimated $958K.
  • Transform Wealth first reported a position in American Electric Power in Q2 2016 and held it in 3 quarters.
  • Transform Wealth's American Electric Power position peaked at $1.07M in Q2 2016.
  • 867 funds tracked by Wall St. Rank held American Electric Power as of Q1 2017.

Based on Transform Wealth's 13F filing for Q1 2017, filed 4 May 2017.