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Edmond de Rothschild Holding’s American Electric Power AEP Stock Holding History

Edmond de Rothschild Holding’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
Q1 		– Sell
-2,904
Closed -$214K – 767
2017
Q4 		$214K Sell
2,904
-13
-0.4% -$971 0.01% 478
2017
Q3 		$205K Buy
+2,917
New +$208K 0.01% 487

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 $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Edmond de Rothschild Holding's AEP Position: Q1 2018 in Review

Edmond de Rothschild Holding sold out of American Electric Power (AEP) in Q1 2018, closing a stake of 2,904 shares — an estimated $214K sold.

Edmond de Rothschild Holding first reported a position in AEP in Q3 2017 and held it in 2 quarters. The position peaked at $214K in Q4 2017. 998 funds tracked by Wall St. Rank hold AEP as of Q1 2018.

  • Edmond de Rothschild Holding reported no remaining American Electric Power position as of Q1 2018 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 2,904 American Electric Power shares in Q1 2018, an estimated $214K.
  • Edmond de Rothschild Holding first reported a position in American Electric Power in Q3 2017 and held it in 2 quarters.
  • Edmond de Rothschild Holding's American Electric Power position peaked at $214K in Q4 2017.
  • 998 funds tracked by Wall St. Rank held American Electric Power as of Q1 2018.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2018, filed 15 May 2018.