WFG Advisors’s American Electric Power AEP Stock Holding History

WFG 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
2017 Q2	$142K	Buy	2,039 +543	+36%	+$37.7K	0.03%	447
2017 Q1	$100K	Sell	1,496 -269	-15%	-$17.4K	0.03%	477
2016 Q4	$111K	Sell	1,765 -824	-32%	-$50.8K	0.03%	498
2016 Q3	$166K	Buy	2,589 +15	+0.6%	+$1.01K	0.04%	408
2016 Q2	$180K	Buy	2,574 +88	+4%	+$5.76K	0.05%	369
2016 Q1	$165K	Buy	2,486 +162	+7%	+$10K	0.05%	346
2015 Q4	$135K	Sell	2,324 -21	-0.9%	-$1.19K	0.04%	391
2015 Q3	$133K	Sell	2,345 -261	-10%	-$14.5K	0.04%	391
2015 Q2	$138K	Buy	2,606 +1,003	+63%	+$55.5K	0.04%	442
2015 Q1	$90K	Sell	1,603 -281	-15%	-$16.7K	0.03%	563
2014 Q4	$114K	Sell	1,884 -149	-7%	-$8.53K	0.02%	595
2014 Q3	$106K	Buy	2,033 +7	+0.3%	+$370	0.02%	642
2014 Q2	$113K	Buy	2,026 +381	+23%	+$20.1K	0.02%	615
2014 Q1	$83K	Sell	1,645 -6,825	-81%	-$332K	0.02%	711
2013 Q4	$396K	Buy	8,470 +260	+3%	+$12K	0.06%	354
2013 Q3	$356K	Buy	8,210 +428	+5%	+$19K	0.06%	353
2013 Q2	$348K	Buy	+7,782	New	+$374K	0.06%	335

Other funds holding AEP

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return