Destination Wealth Management’s American Electric Power AEP Stock Holding History

Destination Wealth 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
2019 Q3	–	Sell	-1,000	Closed	-$88K	–	148
2019 Q2	$88K	Sell	1,000 -502	-33%	-$43.3K	﹤0.01%	198
2019 Q1	$126K	Buy	1,502 +502	+50%	+$39.9K	0.01%	166
2018 Q4	$75K	Sell	1,000 -29	-3%	-$2.18K	﹤0.01%	209
2018 Q3	$73K	Sell	1,029 -2,183	-68%	-$155K	﹤0.01%	243
2018 Q2	$222K	Buy	+3,212	New	+$216K	0.01%	136

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 $3.38T AUM 44.17% 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

Destination Wealth Management's AEP Position: Q3 2019 in Review

Destination Wealth Management sold out of American Electric Power (AEP) in Q3 2019, closing a stake of 1,000 shares — an estimated $88K sold.

Destination Wealth Management first reported a position in AEP in Q2 2018 and held it in 5 quarters. The position peaked at $222K in Q2 2018. 1,130 funds tracked by Wall St. Rank hold AEP as of Q3 2019.

Destination Wealth Management reported no remaining American Electric Power position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 1,000 American Electric Power shares in Q3 2019, an estimated $88K.
Destination Wealth Management first reported a position in American Electric Power in Q2 2018 and held it in 5 quarters.
Destination Wealth Management's American Electric Power position peaked at $222K in Q2 2018.
1,130 funds tracked by Wall St. Rank held American Electric Power as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.