First Heartland Consultants’s American Electric Power AEP Stock Holding History

First Heartland Consultants’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
2021 Q3	–	Sell	-2,837	Closed	-$240K	–	387
2021 Q2	$240K	Sell	2,837 -30	-1%	-$2.58K	0.04%	337
2021 Q1	$243K	Buy	2,867 +11	+0.4%	+$887	0.04%	332
2020 Q4	$238K	Sell	2,856 -90	-3%	-$7.81K	0.04%	291
2020 Q3	$241K	Sell	2,946 -1,373	-32%	-$113K	0.05%	246
2020 Q2	$344K	Sell	4,319 -25	-0.6%	-$2.04K	0.07%	198
2020 Q1	$347K	Sell	4,344 -82	-2%	-$7.75K	0.09%	165
2019 Q4	$418K	Buy	4,426 +182	+4%	+$16.8K	0.08%	194
2019 Q3	$398K	Sell	4,244 -249	-6%	-$22.6K	0.09%	189
2019 Q2	$395K	Buy	4,493 +411	+10%	+$35.4K	0.09%	184
2019 Q1	$342K	Buy	4,082 +675	+20%	+$53.7K	0.1%	186
2018 Q4	$255K	Sell	3,407 -78	-2%	-$5.85K	0.1%	196
2018 Q3	$247K	Buy	+3,485	New	+$248K	0.08%	215
2018 Q1	–	Sell	-2,823	Closed	-$208K	–	260
2017 Q4	$208K	Sell	2,823 -292	-9%	-$21.8K	0.06%	256
2017 Q3	$219K	Buy	3,115 +147	+5%	+$10.5K	0.05%	310
2017 Q2	$206K	Sell	2,968 -29	-1%	-$2.02K	0.05%	319
2017 Q1	$201K	Sell	2,997 -212	-7%	-$13.7K	0.06%	315
2016 Q4	$202K	Buy	3,209 +10	+0.3%	+$617	0.06%	305
2016 Q3	$205K	Buy	3,199 +8	+0.3%	+$538	0.06%	300
2016 Q2	$224K	Buy	3,191 +124	+4%	+$8.12K	0.02%	263
2016 Q1	$204K	Buy	+3,067	New	+$190K	0.08%	249

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

First Heartland Consultants's AEP Position: Q3 2021 in Review

First Heartland Consultants sold out of American Electric Power (AEP) in Q3 2021, closing a stake of 2,837 shares — an estimated $240K sold.

First Heartland Consultants first reported a position in AEP in Q1 2016 and held it in 20 quarters. The position peaked at $418K in Q4 2019. 1,194 funds tracked by Wall St. Rank hold AEP as of Q3 2021.

First Heartland Consultants reported no remaining American Electric Power position as of Q3 2021 after selling out during the quarter.
First Heartland Consultants sold 2,837 American Electric Power shares in Q3 2021, an estimated $240K.
First Heartland Consultants first reported a position in American Electric Power in Q1 2016 and held it in 20 quarters.
First Heartland Consultants's American Electric Power position peaked at $418K in Q4 2019.
1,194 funds tracked by Wall St. Rank held American Electric Power as of Q3 2021.

Based on First Heartland Consultants's 13F filing for Q3 2021, filed 15 Nov 2021.