Zions Trust National Association’s American Electric Power AEP Stock Holding History

Zions Trust National Association’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
2014 Q4	–	Sell	-500	Closed	-$26K	–	170
2014 Q3	$26K	Hold	500	–	–	0.04%	123
2014 Q2	$28K	Hold	500	–	–	0.04%	121
2014 Q1	$25K	Hold	500	–	–	0.04%	132
2013 Q4	$23K	Sell	500 -175	-26%	-$8.07K	0.03%	133
2013 Q3	$29K	Hold	675	–	–	0.04%	111
2013 Q2	$30K	Buy	+675	New	+$32.4K	0.04%	113

Other funds holding AEP

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Zions Trust National Association's AEP Position: Q4 2014 in Review

Zions Trust National Association sold out of American Electric Power (AEP) in Q4 2014, closing a stake of 500 shares — an estimated $26K sold.

Zions Trust National Association first reported a position in AEP in Q2 2013 and held it in 6 quarters. The position peaked at $30K in Q2 2013. 777 funds tracked by Wall St. Rank hold AEP as of Q4 2014.

Zions Trust National Association reported no remaining American Electric Power position as of Q4 2014 after selling out during the quarter.
Zions Trust National Association sold 500 American Electric Power shares in Q4 2014, an estimated $26K.
Zions Trust National Association first reported a position in American Electric Power in Q2 2013 and held it in 6 quarters.
Zions Trust National Association's American Electric Power position peaked at $30K in Q2 2013.
777 funds tracked by Wall St. Rank held American Electric Power as of Q4 2014.

Based on Zions Trust National Association's 13F filing for Q4 2014, filed 12 Jan 2015.