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US Financial Advisors’s American Electric Power AEP Stock Holding History

US Financial 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
Q1 		– Sell
-90
Closed -$5K – 469
2015
Q4 		$5K Buy
+90
New +$5.1K ﹤0.01% 374
2015
Q3 		– Sell
-711
Closed -$38K – 554
2015
Q2 		$38K Hold
711
– – 0.04% 123
2015
Q1 		$40K Hold
711
– – 0.04% 128
2014
Q4 		$43K Buy
+711
New +$40.7K 0.04% 118

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Financial Advisors's AEP Position: Q1 2016 in Review

US Financial Advisors sold out of American Electric Power (AEP) in Q1 2016, closing a stake of 90 shares — an estimated $5K sold.

US Financial Advisors first reported a position in AEP in Q4 2014 and held it in 4 quarters. The position peaked at $43K in Q4 2014. 845 funds tracked by Wall St. Rank hold AEP as of Q1 2016.

  • US Financial Advisors reported no remaining American Electric Power position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 90 American Electric Power shares in Q1 2016, an estimated $5K.
  • US Financial Advisors first reported a position in American Electric Power in Q4 2014 and held it in 4 quarters.
  • US Financial Advisors's American Electric Power position peaked at $43K in Q4 2014.
  • 845 funds tracked by Wall St. Rank held American Electric Power as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.