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Acorn Wealth Advisors’s American Electric Power AEP Stock Holding History

Acorn Wealth 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
2018
Q3 		– Sell
-1,812
Closed -$127K – 126
2018
Q2 		$127K Hold
1,812
– – 0.11% 153
2018
Q1 		$127K Sell
1,812
-97
-5% -$6.53K 0.11% 149
2017
Q4 		$136K Buy
+1,909
New +$143K 0.12% 136

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Acorn Wealth Advisors's AEP Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of American Electric Power (AEP) in Q3 2018, closing a stake of 1,812 shares — an estimated $127K sold.

Acorn Wealth Advisors first reported a position in AEP in Q4 2017 and held it in 3 quarters. The position peaked at $136K in Q4 2017. 1,003 funds tracked by Wall St. Rank hold AEP as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining American Electric Power position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,812 American Electric Power shares in Q3 2018, an estimated $127K.
  • Acorn Wealth Advisors first reported a position in American Electric Power in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's American Electric Power position peaked at $136K in Q4 2017.
  • 1,003 funds tracked by Wall St. Rank held American Electric Power as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.