Concert Wealth Management Inc.: AEP position timeline

Concert Wealth Management Inc. held 0 AEP shares at 2016-12-31 per its 13F-HR filed 2017-02-10.

the latest 13F is the newest step

1. period ended2016-12-31

   13F 0 shares

   Change vs previous 13F -5,446 shares

   13F-HR 0001085146-17-000507 filed by Concert Wealth Management Inc.
   Filed 2017-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2016-09-30

   13F 5,446 shares

   Change vs previous 13F -1,900 shares

   0.04% of the 13F portfolio, value $351,000.

   13F-HR 0001085146-16-004576 filed by Concert Wealth Management Inc.
   Filed 2016-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2016-06-30

   13F/A 7,346 shares

   Change vs previous 13F +96 shares

   0.07% of the 13F portfolio, value $513,000.

   13F-HR/A 0001085146-16-004095 filed by Concert Wealth Management Inc.
   Filed 2016-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2016-03-31

   13F 7,250 shares

   Change vs previous 13F -271 shares

   0.06% of the 13F portfolio, value $484,000.

   13F-HR 0001085146-16-003821 filed by Concert Wealth Management Inc.
   Filed 2016-05-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2015-12-31

   13F 7,521 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $443,000.

   13F-HR 0001085146-16-002852 filed by Concert Wealth Management Inc.
   Filed 2016-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:07 UTC

   Acceptance time not in the bulk data set (spec §4.2).