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 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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 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