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

ERTS 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
2019
Q1 		– Sell
-890
Closed -$67K – 94
2018
Q4 		$67K Buy
+890
New +$66.8K 0.05% 143

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ERTS Wealth Advisors's AEP Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of American Electric Power (AEP) in Q1 2019, closing a stake of 890 shares — an estimated $67K sold.

ERTS Wealth Advisors first reported a position in AEP in Q4 2018 and held it in 1 quarter. The position peaked at $67K in Q4 2018. 1,126 funds tracked by Wall St. Rank hold AEP as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining American Electric Power position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 890 American Electric Power shares in Q1 2019, an estimated $67K.
  • ERTS Wealth Advisors first reported a position in American Electric Power in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's American Electric Power position peaked at $67K in Q4 2018.
  • 1,126 funds tracked by Wall St. Rank held American Electric Power as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.