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Berman Capital Advisors’s American Electric Power AEP Stock Holding History

Berman Capital 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
2021
Q3 		$161K Buy
1,991
+659
+49% +$57.5K 0.03% 315
2021
Q2 		$112K Buy
1,332
+562
+73% +$48.4K 0.02% 354
2021
Q1 		$65K Sell
770
-68
-8% -$5.48K 0.01% 394
2020
Q4 		$69K Buy
838
+100
+14% +$8.68K 0.02% 328
2020
Q3 		$60K Sell
738
-2
-0.3% -$165 0.02% 300
2020
Q2 		$58K Buy
740
+212
+40% +$17.3K 0.02% 299
2020
Q1 		$42K Buy
528
+247
+88% +$23.4K 0.01% 320
2019
Q4 		$26K Sell
281
-498
-64% -$46K 0.01% 459
2019
Q3 		$72K Hold
779
– – 0.02% 257
2019
Q2 		$68K Buy
779
+567
+267% +$48.9K 0.02% 256
2019
Q1 		$17K Hold
212
– – 0.01% 488
2018
Q4 		$14K Buy
+212
New +$15.9K 0.01% 444

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Berman Capital Advisors's AEP Position: Q3 2021 in Review

Berman Capital Advisors increased its American Electric Power (AEP) stake by 49% in Q3 2021, buying an estimated $57.5K and bringing the position to 1,991 shares worth $161K. The position accounts for 0.03% of the portfolio, ranked #315.

Berman Capital Advisors first reported a position in AEP in Q4 2018 and has held it in 12 quarters since. 1,193 funds tracked by Wall St. Rank hold AEP as of Q3 2021.

  • Berman Capital Advisors held 1,991 shares of American Electric Power worth $161K as of Q3 2021.
  • Berman Capital Advisors bought 659 American Electric Power shares in Q3 2021, an estimated $57.5K.
  • American Electric Power made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #315 holding.
  • Berman Capital Advisors first reported a position in American Electric Power in Q4 2018 and has held it in 12 quarters since.
  • 1,193 funds tracked by Wall St. Rank held American Electric Power as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.