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Divergent Wealth Advisors’s American Electric Power AEP Stock Holding History

Divergent Wealth Advisors’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
Q4 		– Sell
-264
Closed -$19K – 45
2018
Q3 		$19K Hold
264
– – 0.01% 96
2018
Q2 		$18K Hold
264
– – 0.01% 97
2018
Q1 		$18K Buy
+264
New +$17.8K 0.01% 98

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Divergent Wealth Advisors's AEP Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of American Electric Power (AEP) in Q4 2018, closing a stake of 264 shares — an estimated $19K sold.

Divergent Wealth Advisors first reported a position in AEP in Q1 2018 and held it in 3 quarters. The position peaked at $19K in Q3 2018. 1,083 funds tracked by Wall St. Rank hold AEP as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining American Electric Power position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 264 American Electric Power shares in Q4 2018, an estimated $19K.
  • Divergent Wealth Advisors first reported a position in American Electric Power in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's American Electric Power position peaked at $19K in Q3 2018.
  • 1,083 funds tracked by Wall St. Rank held American Electric Power as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.