Cornerstone Advisors (Washington)’s American Electric Power AEP Stock Holding History

Cornerstone Advisors (Washington)’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 Q3	–	Sell	-639	Closed	-$56K	–	783
2019 Q2	$56K	Buy	639 +93	+17%	+$8.02K	0.01%	368
2019 Q1	$46K	Buy	546 +175	+47%	+$13.9K	﹤0.01%	386
2018 Q4	$28K	Buy	371 +40	+12%	+$3K	0.01%	432
2018 Q3	$23K	Buy	331 +48	+17%	+$3.42K	0.01%	498
2018 Q2	$20K	Hold	283	–	–	0.01%	499
2018 Q1	$19K	Hold	283	–	–	0.01%	504
2017 Q4	$21K	Hold	283	–	–	0.01%	475
2017 Q3	$20K	Hold	283	–	–	0.01%	477
2017 Q2	$20K	Hold	283	–	–	0.01%	489
2017 Q1	$19K	Hold	283	–	–	0.01%	502
2016 Q4	$18K	Sell	283 -28	-9%	-$1.73K	0.02%	511
2016 Q3	$20K	Hold	311	–	–	0.02%	499
2016 Q2	$22K	Hold	311	–	–	0.02%	267
2016 Q1	$21K	Hold	311	–	–	0.02%	277
2015 Q4	$18K	Hold	311	–	–	0.02%	324
2015 Q3	$18K	Hold	311	–	–	0.02%	337
2015 Q2	$16K	Hold	311	–	–	0.01%	281
2015 Q1	$17K	Hold	311	–	–	0.01%	298
2014 Q4	$19K	Buy	311 +28	+10%	+$1.6K	0.01%	263
2014 Q3	$15K	Hold	283	–	–	0.01%	155
2014 Q2	$16K	Hold	283	–	–	0.02%	165
2014 Q1	$14K	Buy	+283	New	+$13.8K	0.02%	163

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Cornerstone Advisors (Washington)'s AEP Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of American Electric Power (AEP) in Q3 2019, closing a stake of 639 shares — an estimated $56K sold.

Cornerstone Advisors (Washington) first reported a position in AEP in Q1 2014 and held it in 22 quarters. The position peaked at $56K in Q2 2019. 1,130 funds tracked by Wall St. Rank hold AEP as of Q3 2019.

Cornerstone Advisors (Washington) reported no remaining American Electric Power position as of Q3 2019 after selling out during the quarter.
Cornerstone Advisors (Washington) sold 639 American Electric Power shares in Q3 2019, an estimated $56K.
Cornerstone Advisors (Washington) first reported a position in American Electric Power in Q1 2014 and held it in 22 quarters.
Cornerstone Advisors (Washington)'s American Electric Power position peaked at $56K in Q2 2019.
1,130 funds tracked by Wall St. Rank held American Electric Power as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.