Catamount Wealth Management’s American Electric Power AEP Stock Holding History

Catamount 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 Q4	–	Sell	-123	Closed	-$9K	–	199
2018 Q3	$9K	Sell	123 -43	-26%	-$3.06K	﹤0.01%	147
2018 Q2	$12K	Buy	166 +43	+35%	+$2.9K	0.01%	136
2018 Q1	$8K	Hold	123	–	–	﹤0.01%	140
2017 Q4	$9K	Hold	123	–	–	0.01%	134
2017 Q3	$9K	Hold	123	–	–	0.01%	134
2017 Q2	$9K	Hold	123	–	–	0.01%	134
2017 Q1	$8K	Hold	123	–	–	0.01%	138
2016 Q4	$8K	Hold	123	–	–	0.01%	122
2016 Q3	$8K	Hold	123	–	–	0.01%	117
2016 Q2	$9K	Hold	123	–	–	0.01%	97
2016 Q1	$8K	Hold	123	–	–	0.01%	97
2015 Q4	$7K	Hold	123	–	–	0.01%	96
2015 Q3	$7K	Hold	123	–	–	0.01%	97
2015 Q2	$7K	Hold	123	–	–	0.01%	127
2015 Q1	$7K	Hold	123	–	–	0.01%	109
2014 Q4	$7K	Buy	+123	New	+$7.04K	0.01%	94

Other funds holding AEP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Catamount Wealth Management's AEP Position: Q4 2018 in Review

Catamount Wealth Management sold out of American Electric Power (AEP) in Q4 2018, closing a stake of 123 shares — an estimated $9K sold.

Catamount Wealth Management first reported a position in AEP in Q4 2014 and held it in 16 quarters. The position peaked at $12K in Q2 2018. 1,083 funds tracked by Wall St. Rank hold AEP as of Q4 2018.

Catamount Wealth Management reported no remaining American Electric Power position as of Q4 2018 after selling out during the quarter.
Catamount Wealth Management sold 123 American Electric Power shares in Q4 2018, an estimated $9K.
Catamount Wealth Management first reported a position in American Electric Power in Q4 2014 and held it in 16 quarters.
Catamount Wealth Management's American Electric Power position peaked at $12K in Q2 2018.
1,083 funds tracked by Wall St. Rank held American Electric Power as of Q4 2018.

Based on Catamount Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.