CRWM
AEP icon

Castle Rock Wealth Management’s American Electric Power AEP Stock Holding History

Castle Rock Wealth Management’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
Q1 		– Sell
-3,292
Closed -$242K – 104
2017
Q4 		$242K Buy
+3,292
New +$246K 0.47% 82

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Castle Rock Wealth Management's AEP Position: Q1 2018 in Review

Castle Rock Wealth Management sold out of American Electric Power (AEP) in Q1 2018, closing a stake of 3,292 shares — an estimated $242K sold.

Castle Rock Wealth Management first reported a position in AEP in Q4 2017 and held it in 1 quarter. The position peaked at $242K in Q4 2017. 997 funds tracked by Wall St. Rank hold AEP as of Q1 2018.

  • Castle Rock Wealth Management reported no remaining American Electric Power position as of Q1 2018 after selling out during the quarter.
  • Castle Rock Wealth Management sold 3,292 American Electric Power shares in Q1 2018, an estimated $242K.
  • Castle Rock Wealth Management first reported a position in American Electric Power in Q4 2017 and held it in 1 quarter.
  • Castle Rock Wealth Management's American Electric Power position peaked at $242K in Q4 2017.
  • 997 funds tracked by Wall St. Rank held American Electric Power as of Q1 2018.

Based on Castle Rock Wealth Management's 13F filing for Q1 2018, filed 14 May 2018.