Capital Wealth Planning’s American Electric Power AEP Stock Holding History

Capital Wealth Planning’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
2016 Q2	–	Sell	-3,700	Closed	-$246K	–	95
2016 Q1	$246K	Hold	3,700	–	–	0.18%	65
2015 Q4	$216K	Hold	3,700	–	–	0.2%	75
2015 Q3	$208K	Buy	+3,700	New	+$205K	0.17%	82
2015 Q2	–	Sell	-3,700	Closed	-$208K	–	123
2015 Q1	$208K	Hold	3,700	–	–	0.11%	102
2014 Q4	$225K	Buy	+3,700	New	+$212K	0.11%	100
2014 Q3	–	Sell	-3,700	Closed	-$206K	–	143
2014 Q2	$206K	Buy	+3,700	New	+$195K	0.08%	121

Other funds holding AEP

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

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

Bank of America

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

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services

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

T. Rowe Price Associates

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return