Ferris Capital’s American Electric Power AEP Stock Holding History

Ferris Capital’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 Q2	–	Sell	-380	Closed	-$32K	–	177
2019 Q1	$32K	Sell	380 -48	-11%	-$3.82K	0.01%	307
2018 Q4	$32K	Hold	428	–	–	0.01%	288
2018 Q3	$30K	Sell	428 -44	-9%	-$3.13K	0.01%	313
2018 Q2	$33K	Hold	472	–	–	0.01%	303
2018 Q1	$32K	Buy	+472	New	+$31.8K	0.01%	334
2017 Q3	–	Sell	-412	Closed	-$29K	–	156
2017 Q2	$29K	Buy	+412	New	+$28.6K	0.01%	308

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ferris Capital's AEP Position: Q2 2019 in Review

Ferris Capital sold out of American Electric Power (AEP) in Q2 2019, closing a stake of 380 shares — an estimated $32K sold.

Ferris Capital first reported a position in AEP in Q2 2017 and held it in 6 quarters. The position peaked at $33K in Q2 2018. 1,122 funds tracked by Wall St. Rank hold AEP as of Q2 2019.

Ferris Capital reported no remaining American Electric Power position as of Q2 2019 after selling out during the quarter.
Ferris Capital sold 380 American Electric Power shares in Q2 2019, an estimated $32K.
Ferris Capital first reported a position in American Electric Power in Q2 2017 and held it in 6 quarters.
Ferris Capital's American Electric Power position peaked at $33K in Q2 2018.
1,122 funds tracked by Wall St. Rank held American Electric Power as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.