Bell Rock Capital’s American Electric Power AEP Stock Holding History

Bell Rock Capital’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	-811	Closed	-$77K	–	74
2019 Q4	$77K	Hold	811	–	–	0.07%	180
2019 Q3	$76K	Hold	811	–	–	0.07%	174
2019 Q2	$71K	Hold	811	–	–	0.06%	172
2019 Q1	$68K	Hold	811	–	–	0.04%	205
2018 Q4	$61K	Hold	811	–	–	0.04%	214
2018 Q3	$57K	Hold	811	–	–	0.03%	240
2018 Q2	$56K	Hold	811	–	–	0.03%	246
2018 Q1	$56K	Hold	811	–	–	0.03%	243
2017 Q4	$60K	Hold	811	–	–	0.03%	229
2017 Q3	$57K	Hold	811	–	–	0.03%	231
2017 Q2	$56K	Hold	811	–	–	0.03%	218
2017 Q1	$54K	Hold	811	–	–	0.05%	186
2016 Q4	$51K	Buy	+811	New	+$50K	0.05%	182

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Bell Rock Capital's AEP Position: Q1 2020 in Review

Bell Rock Capital sold out of American Electric Power (AEP) in Q1 2020, closing a stake of 811 shares — an estimated $77K sold.

Bell Rock Capital first reported a position in AEP in Q4 2016 and held it in 13 quarters. The position peaked at $77K in Q4 2019. 1,141 funds tracked by Wall St. Rank hold AEP as of Q1 2020.

Bell Rock Capital reported no remaining American Electric Power position as of Q1 2020 after selling out during the quarter.
Bell Rock Capital sold 811 American Electric Power shares in Q1 2020, an estimated $77K.
Bell Rock Capital first reported a position in American Electric Power in Q4 2016 and held it in 13 quarters.
Bell Rock Capital's American Electric Power position peaked at $77K in Q4 2019.
1,141 funds tracked by Wall St. Rank held American Electric Power as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.