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Cascade Investment Advisors’s American Electric Power AEP Stock Holding History

Cascade Investment 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
2018
Q3 		– Sell
-200
Closed -$13.8K – 198
2018
Q2 		$13.8K Hold
200
– – 0.01% 172
2018
Q1 		$13.7K Sell
200
-282
-59% -$19K 0.01% 170
2017
Q4 		$35.5K Buy
482
+282
+141% +$21.1K 0.03% 136
2017
Q3 		$14K Hold
200
– – 0.01% 148
2017
Q2 		$13.9K Hold
200
– – 0.01% 147
2017
Q1 		$13.4K Buy
+200
New +$13K 0.01% 132

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cascade Investment Advisors's AEP Position: Q3 2018 in Review

Cascade Investment Advisors sold out of American Electric Power (AEP) in Q3 2018, closing a stake of 200 shares — an estimated $13.8K sold.

Cascade Investment Advisors first reported a position in AEP in Q1 2017 and held it in 6 quarters. The position peaked at $35.5K in Q4 2017. 1,002 funds tracked by Wall St. Rank hold AEP as of Q3 2018.

  • Cascade Investment Advisors reported no remaining American Electric Power position as of Q3 2018 after selling out during the quarter.
  • Cascade Investment Advisors sold 200 American Electric Power shares in Q3 2018, an estimated $13.8K.
  • Cascade Investment Advisors first reported a position in American Electric Power in Q1 2017 and held it in 6 quarters.
  • Cascade Investment Advisors's American Electric Power position peaked at $35.5K in Q4 2017.
  • 1,002 funds tracked by Wall St. Rank held American Electric Power as of Q3 2018.

Based on Cascade Investment Advisors's 13F filing for Q3 2018, filed 12 Oct 2018.