Capital Asset Advisory Services’s American Electric Power AEP Stock Holding History

Capital Asset Advisory Services’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 Q3	–	Sell	-4,153	Closed	-$349K	–	549
2020 Q2	$349K	Buy	4,153 +902	+28%	+$73.6K	0.07%	230
2020 Q1	$255K	Sell	3,251 -828	-20%	-$78.3K	0.07%	246
2019 Q4	$420K	Buy	+4,079	New	+$377K	0.1%	198

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Asset Advisory Services's AEP Position: Q3 2020 in Review

Capital Asset Advisory Services sold out of American Electric Power (AEP) in Q3 2020, closing a stake of 4,153 shares — an estimated $349K sold.

Capital Asset Advisory Services first reported a position in AEP in Q4 2019 and held it in 3 quarters. The position peaked at $420K in Q4 2019. 1,117 funds tracked by Wall St. Rank hold AEP as of Q3 2020.

Capital Asset Advisory Services reported no remaining American Electric Power position as of Q3 2020 after selling out during the quarter.
Capital Asset Advisory Services sold 4,153 American Electric Power shares in Q3 2020, an estimated $349K.
Capital Asset Advisory Services first reported a position in American Electric Power in Q4 2019 and held it in 3 quarters.
Capital Asset Advisory Services's American Electric Power position peaked at $420K in Q4 2019.
1,117 funds tracked by Wall St. Rank held American Electric Power as of Q3 2020.

Based on Capital Asset Advisory Services's 13F filing for Q3 2020, filed 18 Nov 2020.