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Assured Investment Management’s American Electric Power AEP Stock Holding History

Assured Investment 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
Q2 		– Sell
-477
Closed -$40K – 53
2019
Q1 		$40K Sell
477
-3,708
-89% -$295K ﹤0.01% 986
2018
Q4 		$313K Buy
4,185
+455
+12% +$34.1K 0.01% 791
2018
Q3 		$264K Buy
+3,730
New +$265K ﹤0.01% 925
2017
Q3 		– Sell
-26,356
Closed -$1.83M – 592
2017
Q2 		$1.83M Buy
26,356
+25,781
+4,484% +$1.79M 0.04% 283
2017
Q1 		$39K Sell
575
-5,878
-91% -$381K ﹤0.01% 581
2016
Q4 		$406K Sell
6,453
-141
-2% -$8.7K 0.01% 453
2016
Q3 		$423K Buy
6,594
+3,792
+135% +$255K 0.01% 444
2016
Q2 		$196K Sell
2,802
-10,907
-80% -$714K ﹤0.01% 499
2016
Q1 		$910K Buy
13,709
+3,004
+28% +$186K 0.02% 213
2015
Q4 		$624K Buy
10,705
+828
+8% +$46.9K 0.01% 257
2015
Q3 		$562K Sell
9,877
-11,878
-55% -$659K 0.01% 339
2015
Q2 		$1.15M Buy
21,755
+7,151
+49% +$396K 0.02% 215
2015
Q1 		$821K Buy
+14,604
New +$867K 0.01% 190

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

Assured Investment Management's AEP Position: Q2 2019 in Review

Assured Investment Management sold out of American Electric Power (AEP) in Q2 2019, closing a stake of 477 shares — an estimated $40K sold.

Assured Investment Management first reported a position in AEP in Q1 2015 and held it in 13 quarters. The position peaked at $1.83M in Q2 2017. 1,122 funds tracked by Wall St. Rank hold AEP as of Q2 2019.

  • Assured Investment Management reported no remaining American Electric Power position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 477 American Electric Power shares in Q2 2019, an estimated $40K.
  • Assured Investment Management first reported a position in American Electric Power in Q1 2015 and held it in 13 quarters.
  • Assured Investment Management's American Electric Power position peaked at $1.83M in Q2 2017.
  • 1,122 funds tracked by Wall St. Rank held American Electric Power as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.