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WESPAC Advisors SoCal’s American Electric Power AEP Stock Holding History

WESPAC Advisors SoCal’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
Q2 		– Sell
-75
Closed -$4.98K – 280
2016
Q1 		$4.98K Buy
+75
New +$4.64K ﹤0.01% 240

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WESPAC Advisors SoCal's AEP Position: Q2 2016 in Review

WESPAC Advisors SoCal sold out of American Electric Power (AEP) in Q2 2016, closing a stake of 75 shares — an estimated $4.98K sold.

WESPAC Advisors SoCal first reported a position in AEP in Q1 2016 and held it in 1 quarter. The position peaked at $4.98K in Q1 2016. 875 funds tracked by Wall St. Rank hold AEP as of Q2 2016.

  • WESPAC Advisors SoCal reported no remaining American Electric Power position as of Q2 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 75 American Electric Power shares in Q2 2016, an estimated $4.98K.
  • WESPAC Advisors SoCal first reported a position in American Electric Power in Q1 2016 and held it in 1 quarter.
  • WESPAC Advisors SoCal's American Electric Power position peaked at $4.98K in Q1 2016.
  • 875 funds tracked by Wall St. Rank held American Electric Power as of Q2 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2016, filed 12 Aug 2016.