EI
AEP icon

Elkhorn Investments’s American Electric Power AEP Stock Holding History

Elkhorn Investments’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
2017
Q4 		$1.96M Buy
27,031
+9,017
+50% +$674K 1.02% 39
2017
Q3 		$1.26M Buy
18,014
+244
+1% +$17.4K 0.94% 62
2017
Q2 		$1.26M Buy
17,770
+76
+0.4% +$5.28K 0.98% 44
2017
Q1 		$1.19M Buy
+17,694
New +$1.15M 0.98% 52

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elkhorn Investments's AEP Position: Q4 2017 in Review

Elkhorn Investments increased its American Electric Power (AEP) stake by 50% in Q4 2017, buying an estimated $674K and bringing the position to 27,031 shares worth $1.96M. The position accounts for 1.02% of the portfolio, ranked #39.

Elkhorn Investments first reported a position in AEP in Q1 2017 and has held it in 4 quarters since. 994 funds tracked by Wall St. Rank hold AEP as of Q4 2017.

  • Elkhorn Investments held 27,031 shares of American Electric Power worth $1.96M as of Q4 2017.
  • Elkhorn Investments bought 9,017 American Electric Power shares in Q4 2017, an estimated $674K.
  • American Electric Power made up 1.02% of Elkhorn Investments's portfolio in Q4 2017, its #39 holding.
  • Elkhorn Investments first reported a position in American Electric Power in Q1 2017 and has held it in 4 quarters since.
  • 994 funds tracked by Wall St. Rank held American Electric Power as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.