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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors

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

Bank of America

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

Wells Fargo San Francisco, California $501B 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

Wellington Management Group

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return