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Bellwether Investment Group’s American Electric Power AEP Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-893
Closed -$60K – 69
2017
Q1 		$60K Sell
893
-795
-47% -$51.5K 0.16% 126
2016
Q4 		$106K Buy
+1,688
New +$104K 0.1% 193
2016
Q2 		$68K Buy
+976
New +$63.9K 0.07% 208

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bellwether Investment Group's AEP Position: Q2 2017 in Review

Bellwether Investment Group sold out of American Electric Power (AEP) in Q2 2017, closing a stake of 893 shares — an estimated $60K sold.

Bellwether Investment Group first reported a position in AEP in Q2 2016 and held it in 3 quarters. The position peaked at $106K in Q4 2016. 886 funds tracked by Wall St. Rank hold AEP as of Q2 2017.

  • Bellwether Investment Group reported no remaining American Electric Power position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 893 American Electric Power shares in Q2 2017, an estimated $60K.
  • Bellwether Investment Group first reported a position in American Electric Power in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's American Electric Power position peaked at $106K in Q4 2016.
  • 886 funds tracked by Wall St. Rank held American Electric Power as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.