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Epstein & White Financial’s American Electric Power AEP Stock Holding History

Epstein & White Financial’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
Q3 		– Sell
-2,546
Closed -$210K – 90
2018
Q2 		$210K Sell
2,546
-206
-7% -$13.9K 0.16% 101
2018
Q1 		$222K Sell
2,752
-64
-2% -$4.31K 0.14% 100
2017
Q4 		$223K Buy
+2,816
New +$210K 0.13% 97

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Epstein & White Financial's AEP Position: Q3 2018 in Review

Epstein & White Financial sold out of American Electric Power (AEP) in Q3 2018, closing a stake of 2,546 shares — an estimated $210K sold.

Epstein & White Financial first reported a position in AEP in Q4 2017 and held it in 3 quarters. The position peaked at $223K in Q4 2017. 1,003 funds tracked by Wall St. Rank hold AEP as of Q3 2018.

  • Epstein & White Financial reported no remaining American Electric Power position as of Q3 2018 after selling out during the quarter.
  • Epstein & White Financial sold 2,546 American Electric Power shares in Q3 2018, an estimated $210K.
  • Epstein & White Financial first reported a position in American Electric Power in Q4 2017 and held it in 3 quarters.
  • Epstein & White Financial's American Electric Power position peaked at $223K in Q4 2017.
  • 1,003 funds tracked by Wall St. Rank held American Electric Power as of Q3 2018.

Based on Epstein & White Financial's 13F filing for Q3 2018, filed 13 Nov 2018.