WIS
AEP icon

Wright Investors Service’s American Electric Power AEP Stock Holding History

Wright Investors Service’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
-12,400
Closed -$723K – 215
2015
Q4 		$723K Buy
+12,400
New +$703K 0.27% 134

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

Wright Investors Service's AEP Position: Q1 2016 in Review

Wright Investors Service sold out of American Electric Power (AEP) in Q1 2016, closing a stake of 12,400 shares — an estimated $723K sold.

Wright Investors Service first reported a position in AEP in Q4 2015 and held it in 1 quarter. The position peaked at $723K in Q4 2015. 845 funds tracked by Wall St. Rank hold AEP as of Q1 2016.

  • Wright Investors Service reported no remaining American Electric Power position as of Q1 2016 after selling out during the quarter.
  • Wright Investors Service sold 12,400 American Electric Power shares in Q1 2016, an estimated $723K.
  • Wright Investors Service first reported a position in American Electric Power in Q4 2015 and held it in 1 quarter.
  • Wright Investors Service's American Electric Power position peaked at $723K in Q4 2015.
  • 845 funds tracked by Wall St. Rank held American Electric Power as of Q1 2016.

Based on Wright Investors Service's 13F filing for Q1 2016, filed 25 Apr 2016.