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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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

WFG Advisors's AEP Position: Q2 2017 in Review

WFG Advisors increased its American Electric Power (AEP) stake by 36% in Q2 2017, buying an estimated $37.7K and bringing the position to 2,039 shares worth $142K. The position accounts for 0.03% of the portfolio, ranked #447.

WFG Advisors first reported a position in AEP in Q2 2013 and has held it in 17 quarters since. The position peaked at $396K in Q4 2013. 886 funds tracked by Wall St. Rank hold AEP as of Q2 2017.

  • WFG Advisors held 2,039 shares of American Electric Power worth $142K as of Q2 2017.
  • WFG Advisors bought 543 American Electric Power shares in Q2 2017, an estimated $37.7K.
  • American Electric Power made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #447 holding.
  • WFG Advisors first reported a position in American Electric Power in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's American Electric Power position peaked at $396K in Q4 2013.
  • 886 funds tracked by Wall St. Rank held American Electric Power as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.