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Cypress Wealth Services’s American Electric Power AEP Stock Holding History

Cypress Wealth Services’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
2020
Q1 		– Sell
-2,292
Closed -$217K – 249
2019
Q4 		$217K Hold
2,292
– – 0.05% 233
2019
Q3 		$215K Sell
2,292
-157
-6% -$14.3K 0.06% 226
2019
Q2 		$216K Buy
+2,449
New +$211K 0.06% 234
2018
Q1 		– Sell
-6,193
Closed -$456K – 197
2017
Q4 		$456K Buy
+6,193
New +$463K 0.19% 115

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cypress Wealth Services's AEP Position: Q1 2020 in Review

Cypress Wealth Services sold out of American Electric Power (AEP) in Q1 2020, closing a stake of 2,292 shares — an estimated $217K sold.

Cypress Wealth Services first reported a position in AEP in Q4 2017 and held it in 4 quarters. The position peaked at $456K in Q4 2017. 1,142 funds tracked by Wall St. Rank hold AEP as of Q1 2020.

  • Cypress Wealth Services reported no remaining American Electric Power position as of Q1 2020 after selling out during the quarter.
  • Cypress Wealth Services sold 2,292 American Electric Power shares in Q1 2020, an estimated $217K.
  • Cypress Wealth Services first reported a position in American Electric Power in Q4 2017 and held it in 4 quarters.
  • Cypress Wealth Services's American Electric Power position peaked at $456K in Q4 2017.
  • 1,142 funds tracked by Wall St. Rank held American Electric Power as of Q1 2020.

Based on Cypress Wealth Services's 13F filing for Q1 2020, filed 10 Apr 2020.