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Cedar Brook Financial Partners’s American Electric Power AEP Stock Holding History

Cedar Brook Financial Partners’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
2019
Q4 		– Sell
-2,632
Closed -$247K – 293
2019
Q3 		$247K Buy
2,632
+113
+4% +$10.3K 0.11% 230
2019
Q2 		$222K Buy
2,519
+1
+0% +$86 0.1% 260
2019
Q1 		$211K Buy
+2,518
New +$200K 0.1% 264

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cedar Brook Financial Partners's AEP Position: Q4 2019 in Review

Cedar Brook Financial Partners sold out of American Electric Power (AEP) in Q4 2019, closing a stake of 2,632 shares — an estimated $247K sold.

Cedar Brook Financial Partners first reported a position in AEP in Q1 2019 and held it in 3 quarters. The position peaked at $247K in Q3 2019. 1,200 funds tracked by Wall St. Rank hold AEP as of Q4 2019.

  • Cedar Brook Financial Partners reported no remaining American Electric Power position as of Q4 2019 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 2,632 American Electric Power shares in Q4 2019, an estimated $247K.
  • Cedar Brook Financial Partners first reported a position in American Electric Power in Q1 2019 and held it in 3 quarters.
  • Cedar Brook Financial Partners's American Electric Power position peaked at $247K in Q3 2019.
  • 1,200 funds tracked by Wall St. Rank held American Electric Power as of Q4 2019.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2019, filed 6 Feb 2020.