Atwater Malick’s American Electric Power AEP Stock Holding History

Atwater Malick’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 Q4	–	Sell	-110	Closed	-$10K	–	42
2019 Q3	$10K	Buy	+110	New	+$9.99K	0.01%	134

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Atwater Malick's AEP Position: Q4 2019 in Review

Atwater Malick sold out of American Electric Power (AEP) in Q4 2019, closing a stake of 110 shares — an estimated $10K sold.

Atwater Malick first reported a position in AEP in Q3 2019 and held it in 1 quarter. The position peaked at $10K in Q3 2019. 1,200 funds tracked by Wall St. Rank hold AEP as of Q4 2019.

Atwater Malick reported no remaining American Electric Power position as of Q4 2019 after selling out during the quarter.
Atwater Malick sold 110 American Electric Power shares in Q4 2019, an estimated $10K.
Atwater Malick first reported a position in American Electric Power in Q3 2019 and held it in 1 quarter.
Atwater Malick's American Electric Power position peaked at $10K in Q3 2019.
1,200 funds tracked by Wall St. Rank held American Electric Power as of Q4 2019.

Based on Atwater Malick's 13F filing for Q4 2019, filed 7 Jan 2020.