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Aspiriant LLC’s American Electric Power AEP Stock Holding History

Aspiriant LLC’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
2020
Q1 		– Sell
-3,051
Closed -$290K – 186
2019
Q4 		$290K Buy
3,051
+76
+3% +$7.02K 0.03% 171
2019
Q3 		$278K Hold
2,975
– – 0.02% 184
2019
Q2 		$260K Sell
2,975
-654
-18% -$56.4K 0.02% 197
2019
Q1 		$303K Sell
3,629
-1,096
-23% -$87.2K 0.02% 182
2018
Q4 		$356K Sell
4,725
-1,050
-18% -$78.8K 0.03% 170
2018
Q3 		$410K Sell
5,775
-721
-11% -$51.3K 0.04% 170
2018
Q2 		$450K Sell
6,496
-598
-8% -$40.3K 0.04% 168
2018
Q1 		$487K Buy
+7,094
New +$478K 0.04% 156
2017
Q4 		– Sell
-10,549
Closed -$741K – 87
2017
Q3 		$741K Sell
10,549
-1,363
-11% -$97.1K 0.06% 122
2017
Q2 		$828K Sell
11,912
-1,086
-8% -$75.4K 0.07% 121
2017
Q1 		$873K Sell
12,998
-790
-6% -$51.2K 0.07% 124
2016
Q4 		$868K Buy
13,788
+560
+4% +$34.5K 0.08% 115
2016
Q3 		$849K Buy
+13,228
New +$890K 0.08% 113
2016
Q2 		– Sell
-13,153
Closed -$874K – 179
2016
Q1 		$874K Buy
+13,153
New +$813K 0.08% 106

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aspiriant LLC's AEP Position: Q1 2020 in Review

Aspiriant LLC sold out of American Electric Power (AEP) in Q1 2020, closing a stake of 3,051 shares — an estimated $290K sold.

Aspiriant LLC first reported a position in AEP in Q1 2016 and held it in 14 quarters. The position peaked at $874K in Q1 2016. 1,141 funds tracked by Wall St. Rank hold AEP as of Q1 2020.

  • Aspiriant LLC reported no remaining American Electric Power position as of Q1 2020 after selling out during the quarter.
  • Aspiriant LLC sold 3,051 American Electric Power shares in Q1 2020, an estimated $290K.
  • Aspiriant LLC first reported a position in American Electric Power in Q1 2016 and held it in 14 quarters.
  • Aspiriant LLC's American Electric Power position peaked at $874K in Q1 2016.
  • 1,141 funds tracked by Wall St. Rank held American Electric Power as of Q1 2020.

Based on Aspiriant LLC's 13F filing for Q1 2020, filed 5 May 2020.