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Edge Advisors’s American Electric Power AEP Stock Holding History

Edge 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
Q2 		$54K Sell
790
-133
-14% -$8.96K ﹤0.01% 499
2018
Q1 		$63K Sell
923
-451
-33% -$30.4K 0.01% 485
2017
Q4 		$101K Buy
1,374
+48
+4% +$3.59K 0.01% 393
2017
Q3 		$93K Buy
1,326
+461
+53% +$32.8K 0.01% 399
2017
Q2 		$60K Hold
865
– – 0.01% 467
2017
Q1 		$58K Hold
865
– – 0.01% 483
2016
Q4 		$54K Buy
+865
New +$53.3K 0.01% 459

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Edge Advisors's AEP Position: Q2 2018 in Review

Edge Advisors reduced its American Electric Power (AEP) stake by 14% in Q2 2018, selling an estimated $8.96K and leaving 790 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Edge Advisors first reported a position in AEP in Q4 2016 and has held it in 7 quarters since. The position peaked at $101K in Q4 2017. 976 funds tracked by Wall St. Rank hold AEP as of Q2 2018.

  • Edge Advisors held 790 shares of American Electric Power worth $54K as of Q2 2018.
  • Edge Advisors sold 133 American Electric Power shares in Q2 2018, an estimated $8.96K.
  • American Electric Power made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #499 holding.
  • Edge Advisors first reported a position in American Electric Power in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's American Electric Power position peaked at $101K in Q4 2017.
  • 976 funds tracked by Wall St. Rank held American Electric Power as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.