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Chessman Wealth Strategies RIA’s American Electric Power AEP Stock Holding History

Chessman Wealth Strategies RIA’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
-300
Closed -$21K – 29
2018
Q3 		$21K Buy
+300
New +$21.3K 0.02% 97

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Chessman Wealth Strategies RIA's AEP Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of American Electric Power (AEP) in Q4 2018, closing a stake of 300 shares — an estimated $21K sold.

Chessman Wealth Strategies RIA first reported a position in AEP in Q3 2018 and held it in 1 quarter. The position peaked at $21K in Q3 2018. 1,083 funds tracked by Wall St. Rank hold AEP as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining American Electric Power position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 300 American Electric Power shares in Q4 2018, an estimated $21K.
  • Chessman Wealth Strategies RIA first reported a position in American Electric Power in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's American Electric Power position peaked at $21K in Q3 2018.
  • 1,083 funds tracked by Wall St. Rank held American Electric Power as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.