Clinton Group’s American Electric Power AEP Stock Holding History

Clinton Group’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	-19,017	Closed	-$1.4M	–	353
2017 Q4	$1.4M	Buy	+19,017	New	+$1.42M	0.13%	222
2017 Q3	–	Sell	-32,177	Closed	-$2.23M	–	374
2017 Q2	$2.23M	Buy	+32,177	New	+$2.24M	0.24%	141
2017 Q1	–	Sell	-13,838	Closed	-$871K	–	895
2016 Q4	$871K	Buy	13,838 +9,705	+235%	+$599K	0.05%	383
2016 Q3	$265K	Buy	+4,133	New	+$278K	0.01%	791
2016 Q2	–	Sell	-133,513	Closed	-$8.87M	–	862
2016 Q1	$8.87M	Buy	133,513 +85,074	+176%	+$5.26M	0.53%	23
2015 Q4	$2.82M	Sell	48,439 -2,719	-5%	-$154K	0.23%	135
2015 Q3	$2.91M	Buy	51,158 +35,209	+221%	+$1.95M	0.27%	110
2015 Q2	$845K	Buy	+15,949	New	+$883K	0.12%	254
2014 Q4	–	Sell	-7,443	Closed	-$389K	–	451
2014 Q3	$389K	Buy	7,443 +2,085	+39%	+$110K	0.16%	222
2014 Q2	$299K	Sell	5,358 -16,516	-76%	-$871K	0.15%	236
2014 Q1	$1.11M	Buy	+21,874	New	+$1.06M	0.42%	39
2013 Q3	–	Sell	-16,322	Closed	-$731K	–	317
2013 Q2	$731K	Buy	+16,322	New	+$783K	0.24%	89

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

Wellington Management Group

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return