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Genovese Burford & Brothers Wealth & Retirement Plan Management’s American Electric Power AEP Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
-233
Closed -$16K – 97
2018
Q2 		$16K Hold
233
– – 0.01% 272
2018
Q1 		$16K Buy
233
+93
+66% +$6.26K 0.01% 273
2017
Q4 		$10K Buy
140
+15
+12% +$1.12K 0.03% 183
2017
Q3 		$8K Hold
125
– – ﹤0.01% 296
2017
Q2 		$8K Hold
125
– – ﹤0.01% 287
2017
Q1 		$9K Hold
125
– – ﹤0.01% 297
2016
Q4 		$8K Hold
125
– – ﹤0.01% 340
2016
Q3 		$8K Hold
125
– – ﹤0.01% 314
2016
Q2 		$8K Hold
125
– – ﹤0.01% 287
2016
Q1 		$8K Hold
125
– – ﹤0.01% 278
2015
Q4 		$7K Buy
+125
New +$7.08K ﹤0.01% 274

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 $3.37T AUM 44.26% 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

Genovese Burford & Brothers Wealth & Retirement Plan Management's AEP Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of American Electric Power (AEP) in Q3 2018, closing a stake of 233 shares — an estimated $16K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in AEP in Q4 2015 and held it in 11 quarters. The position peaked at $16K in Q2 2018. 1,003 funds tracked by Wall St. Rank hold AEP as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining American Electric Power position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 233 American Electric Power shares in Q3 2018, an estimated $16K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in American Electric Power in Q4 2015 and held it in 11 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's American Electric Power position peaked at $16K in Q2 2018.
  • 1,003 funds tracked by Wall St. Rank held American Electric Power as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.