Crow Point Partners’s American Electric Power AEP Stock Holding History

Crow Point 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	-230,000	Closed	-$21.7M	–	74
2019 Q3	$21.7M	Hold	230,000	–	–	3.15%	13
2019 Q2	$20.2M	Hold	230,000	–	–	3.25%	13
2019 Q1	$19.3M	Hold	230,000	–	–	3.26%	13
2018 Q4	$17.2M	Hold	230,000	–	–	3.2%	13
2018 Q3	$16.3M	Hold	230,000	–	–	2.8%	15
2018 Q2	$15.9M	Sell	230,000 -30,000	-12%	-$2.02M	2.98%	13
2018 Q1	$17.8M	Sell	260,000 -15,000	-5%	-$1.01M	3.28%	11
2017 Q4	$20.3M	Sell	275,000 -20,000	-7%	-$1.49M	3.19%	11
2017 Q3	$20.8M	Hold	295,000	–	–	3.33%	10
2017 Q2	$20.5M	Sell	295,000 -150,000	-34%	-$10.4M	3.38%	10
2017 Q1	$29.9M	Buy	445,000 +198,583	+81%	+$12.9M	4.63%	3
2016 Q4	$15.5M	Sell	246,417 -2,348	-0.9%	-$145K	2.53%	16
2016 Q3	$16M	Buy	+248,765	New	+$16.7M	2.5%	16
2015 Q3	$16.3M	Sell	287,054 -466	-0.2%	-$25.9K	2.41%	11
2015 Q2	$15.2M	Buy	287,520 +696	+0.2%	+$38.5K	2.24%	13
2015 Q1	$16.1M	Buy	+286,824	New	+$17M	2.21%	14
2014 Q3	$15.1M	Buy	289,290 +4,120	+1%	+$218K	2%	13
2014 Q2	$14.4M	Hold	285,170	–	–	1.87%	16
2014 Q1	$14.4M	Buy	+285,170	New	+$13.9M	1.87%	16

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crow Point Partners's AEP Position: Q4 2019 in Review

Crow Point Partners sold out of American Electric Power (AEP) in Q4 2019, closing a stake of 230,000 shares — an estimated $21.7M sold.

Crow Point Partners first reported a position in AEP in Q1 2014 and held it in 19 quarters. The position peaked at $29.9M in Q1 2017. 1,200 funds tracked by Wall St. Rank hold AEP as of Q4 2019.

Crow Point Partners reported no remaining American Electric Power position as of Q4 2019 after selling out during the quarter.
Crow Point Partners sold 230,000 American Electric Power shares in Q4 2019, an estimated $21.7M.
Crow Point Partners first reported a position in American Electric Power in Q1 2014 and held it in 19 quarters.
Crow Point Partners's American Electric Power position peaked at $29.9M in Q1 2017.
1,200 funds tracked by Wall St. Rank held American Electric Power as of Q4 2019.

Based on Crow Point Partners's 13F filing for Q4 2019, filed 14 Feb 2020.