BDO Wealth Advisors’s American Electric Power AEP Stock Holding History

BDO Wealth Advisors’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	-174	Closed	-$15K	–	609
2019 Q1	$15K	Hold	174	–	–	﹤0.01%	387
2018 Q4	$13K	Sell	174 -138	-44%	-$10.4K	﹤0.01%	378
2018 Q3	$22K	Sell	312 -41	-12%	-$2.92K	0.01%	371
2018 Q2	$24K	Buy	353 +1	+0.3%	+$67	0.01%	365
2018 Q1	$24K	Sell	352 -17	-5%	-$1.15K	0.01%	311
2017 Q4	$27K	Buy	369 +3	+0.8%	+$224	0.01%	251
2017 Q3	$26K	Sell	366 -2	-0.5%	-$142	0.01%	239
2017 Q2	$26K	Buy	+368	New	+$25.6K	0.01%	280

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BDO Wealth Advisors's AEP Position: Q2 2019 in Review

BDO Wealth Advisors sold out of American Electric Power (AEP) in Q2 2019, closing a stake of 174 shares — an estimated $15K sold.

BDO Wealth Advisors first reported a position in AEP in Q2 2017 and held it in 8 quarters. The position peaked at $27K in Q4 2017. 1,122 funds tracked by Wall St. Rank hold AEP as of Q2 2019.

BDO Wealth Advisors reported no remaining American Electric Power position as of Q2 2019 after selling out during the quarter.
BDO Wealth Advisors sold 174 American Electric Power shares in Q2 2019, an estimated $15K.
BDO Wealth Advisors first reported a position in American Electric Power in Q2 2017 and held it in 8 quarters.
BDO Wealth Advisors's American Electric Power position peaked at $27K in Q4 2017.
1,122 funds tracked by Wall St. Rank held American Electric Power as of Q2 2019.

Based on BDO Wealth Advisors's 13F filing for Q2 2019, filed 9 Aug 2019.