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Alterna Wealth Management’s American Electric Power AEP Stock Holding History

Alterna Wealth Management’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
Q1 		– Sell
-3,136
Closed -$218K – 109
2018
Q4 		$218K Buy
+3,136
New +$235K 0.04% 319

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 $3.37T AUM 44.26% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alterna Wealth Management's AEP Position: Q1 2019 in Review

Alterna Wealth Management sold out of American Electric Power (AEP) in Q1 2019, closing a stake of 3,136 shares — an estimated $218K sold.

Alterna Wealth Management first reported a position in AEP in Q4 2018 and held it in 1 quarter. The position peaked at $218K in Q4 2018. 1,126 funds tracked by Wall St. Rank hold AEP as of Q1 2019.

  • Alterna Wealth Management reported no remaining American Electric Power position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 3,136 American Electric Power shares in Q1 2019, an estimated $218K.
  • Alterna Wealth Management first reported a position in American Electric Power in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's American Electric Power position peaked at $218K in Q4 2018.
  • 1,126 funds tracked by Wall St. Rank held American Electric Power as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.