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Wills Financial Group’s American Electric Power AEP Stock Holding History

Wills Financial Group’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
-13,735
Closed -$865K – 68
2016
Q4 		$865K Sell
13,735
-835
-6% -$51.5K 0.7% 40
2016
Q3 		$935K Sell
14,570
-2,658
-15% -$179K 0.82% 36
2016
Q2 		$1.21M Buy
17,228
+38
+0.2% +$2.49K 1.01% 35
2016
Q1 		$1.14M Sell
17,190
-279
-2% -$17.3K 0.98% 36
2015
Q4 		$1.02M Sell
17,469
-2,391
-12% -$136K 0.89% 38
2015
Q3 		$1.13M Sell
19,860
-141
-0.7% -$7.82K 1.04% 35
2015
Q2 		$1.06M Sell
20,001
-125
-0.6% -$6.92K 0.9% 36
2015
Q1 		$1.13M Buy
20,126
+60
+0.3% +$3.56K 0.93% 35
2014
Q4 		$1.22M Buy
20,066
+57
+0.3% +$3.26K 0.99% 31
2014
Q3 		$1.04M Buy
20,009
+959
+5% +$50.7K 0.88% 35
2014
Q2 		$1.06M Buy
19,050
+302
+2% +$15.9K 0.88% 37
2014
Q1 		$949K Sell
18,748
-164
-0.9% -$7.97K 0.9% 39
2013
Q4 		$883K Buy
+18,912
New +$873K 0.91% 39

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

Wills Financial Group's AEP Position: Q1 2017 in Review

Wills Financial Group sold out of American Electric Power (AEP) in Q1 2017, closing a stake of 13,735 shares — an estimated $865K sold.

Wills Financial Group first reported a position in AEP in Q4 2013 and held it in 13 quarters. The position peaked at $1.22M in Q4 2014. 867 funds tracked by Wall St. Rank hold AEP as of Q1 2017.

  • Wills Financial Group reported no remaining American Electric Power position as of Q1 2017 after selling out during the quarter.
  • Wills Financial Group sold 13,735 American Electric Power shares in Q1 2017, an estimated $865K.
  • Wills Financial Group first reported a position in American Electric Power in Q4 2013 and held it in 13 quarters.
  • Wills Financial Group's American Electric Power position peaked at $1.22M in Q4 2014.
  • 867 funds tracked by Wall St. Rank held American Electric Power as of Q1 2017.

Based on Wills Financial Group's 13F filing for Q1 2017, filed 8 May 2017.