Advisor Group’s American Electric Power AEP Stock Holding History

Advisor 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
2019 Q4	$8.54M	Sell	90,252 -7,174	-7%	-$663K	0.06%	271
2019 Q3	$9.14M	Sell	97,426 -129	-0.1%	-$11.7K	0.07%	243
2019 Q2	$8.59M	Buy	97,555 +306	+0.3%	+$26.4K	0.07%	253
2019 Q1	$8.15M	Buy	97,249 +8,537	+10%	+$679K	0.07%	252
2018 Q4	$6.63M	Sell	88,712 -20,829	-19%	-$1.56M	0.07%	250
2018 Q3	$7.77M	Buy	109,541 +12,712	+13%	+$904K	0.08%	218
2018 Q2	$6.71M	Sell	96,829 -9,812	-9%	-$661K	0.09%	199
2018 Q1	$7.32M	Sell	106,641 -3,253	-3%	-$219K	0.1%	184
2017 Q4	$8.09M	Buy	109,894 +7,640	+7%	+$571K	0.11%	173
2017 Q3	$7.18M	Buy	102,254 +11,105	+12%	+$791K	0.11%	170
2017 Q2	$6.33M	Buy	91,149 +4,544	+5%	+$316K	0.11%	188
2017 Q1	$5.81M	Buy	86,605 +1,538	+2%	+$99.6K	0.12%	186
2016 Q4	$5.36M	Buy	85,067 +25,697	+43%	+$1.58M	0.12%	179
2016 Q3	$3.81M	Buy	59,370 +7,625	+15%	+$513K	0.09%	239
2016 Q2	$3.62M	Buy	+51,745	New	+$3.39M	0.1%	235

Other funds holding AEP

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return