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Congress Asset Management’s American Electric Power AEP Stock Holding History

Congress Asset 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
-2,725
Closed -$200K – 379
2017
Q4 		$200K Buy
+2,725
New +$204K ﹤0.01% 372

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

Congress Asset Management's AEP Position: Q1 2018 in Review

Congress Asset Management sold out of American Electric Power (AEP) in Q1 2018, closing a stake of 2,725 shares — an estimated $200K sold.

Congress Asset Management first reported a position in AEP in Q4 2017 and held it in 1 quarter. The position peaked at $200K in Q4 2017. 997 funds tracked by Wall St. Rank hold AEP as of Q1 2018.

  • Congress Asset Management reported no remaining American Electric Power position as of Q1 2018 after selling out during the quarter.
  • Congress Asset Management sold 2,725 American Electric Power shares in Q1 2018, an estimated $200K.
  • Congress Asset Management first reported a position in American Electric Power in Q4 2017 and held it in 1 quarter.
  • Congress Asset Management's American Electric Power position peaked at $200K in Q4 2017.
  • 997 funds tracked by Wall St. Rank held American Electric Power as of Q1 2018.

Based on Congress Asset Management's 13F filing for Q1 2018, filed 11 May 2018.