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Alera Investment Advisors’s American Electric Power AEP Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-167
Closed -$14K – 98
2019
Q1 		$14K Buy
167
+6
+4% +$477 0.01% 375
2018
Q4 		$12K Buy
+161
New +$12.1K 0.01% 381

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alera Investment Advisors's AEP Position: Q2 2019 in Review

Alera Investment Advisors sold out of American Electric Power (AEP) in Q2 2019, closing a stake of 167 shares — an estimated $14K sold.

Alera Investment Advisors first reported a position in AEP in Q4 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2019. 1,122 funds tracked by Wall St. Rank hold AEP as of Q2 2019.

  • Alera Investment Advisors reported no remaining American Electric Power position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 167 American Electric Power shares in Q2 2019, an estimated $14K.
  • Alera Investment Advisors first reported a position in American Electric Power in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's American Electric Power position peaked at $14K in Q1 2019.
  • 1,122 funds tracked by Wall St. Rank held American Electric Power as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.