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Bristlecone Advisors’s American Electric Power AEP Stock Holding History

Bristlecone 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
2017
Q4 		– Sell
-350
Closed -$25K – 149
2017
Q3 		$25K Buy
+350
New +$24.9K 0.01% 234
2016
Q3 		– Sell
-3,513
Closed -$246K – 156
2016
Q2 		$246K Hold
3,513
– – 0.09% 124
2016
Q1 		$233K Sell
3,513
-222
-6% -$13.7K 0.09% 148
2015
Q4 		$218K Buy
+3,735
New +$212K 0.09% 162

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bristlecone Advisors's AEP Position: Q4 2017 in Review

Bristlecone Advisors sold out of American Electric Power (AEP) in Q4 2017, closing a stake of 350 shares — an estimated $25K sold.

Bristlecone Advisors first reported a position in AEP in Q4 2015 and held it in 4 quarters. The position peaked at $246K in Q2 2016. 994 funds tracked by Wall St. Rank hold AEP as of Q4 2017.

  • Bristlecone Advisors reported no remaining American Electric Power position as of Q4 2017 after selling out during the quarter.
  • Bristlecone Advisors sold 350 American Electric Power shares in Q4 2017, an estimated $25K.
  • Bristlecone Advisors first reported a position in American Electric Power in Q4 2015 and held it in 4 quarters.
  • Bristlecone Advisors's American Electric Power position peaked at $246K in Q2 2016.
  • 994 funds tracked by Wall St. Rank held American Electric Power as of Q4 2017.

Based on Bristlecone Advisors's 13F filing for Q4 2017, filed 30 Jan 2018.