Gideon Capital Advisors’s American Electric Power AEP Stock Holding History

Gideon Capital 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 Q4	–	Sell	-5,254	Closed	-$492K	–	254
2019 Q3	$492K	Sell	5,254 -75,664	-94%	-$6.87M	0.16%	183
2019 Q2	$7.12M	Buy	80,918 +19,787	+32%	+$1.71M	2.46%	1
2019 Q1	$5.12M	Buy	61,131 +22,084	+57%	+$1.76M	1.83%	2
2018 Q4	$2.92M	Buy	+39,047	New	+$2.93M	1.19%	7
2018 Q1	–	Sell	-10,404	Closed	-$765K	–	329
2017 Q4	$765K	Buy	+10,404	New	+$777K	0.67%	24
2015 Q2	–	Sell	-53,188	Closed	-$2.99M	–	230
2015 Q1	$2.99M	Buy	+53,188	New	+$3.16M	1.21%	12
2014 Q2	–	Sell	-9,832	Closed	-$498K	–	238
2014 Q1	$498K	Buy	+9,832	New	+$478K	0.28%	116

Other funds holding AEP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gideon Capital Advisors's AEP Position: Q4 2019 in Review

Gideon Capital Advisors sold out of American Electric Power (AEP) in Q4 2019, closing a stake of 5,254 shares — an estimated $492K sold.

Gideon Capital Advisors first reported a position in AEP in Q1 2014 and held it in 7 quarters. The position peaked at $7.12M in Q2 2019. 1,200 funds tracked by Wall St. Rank hold AEP as of Q4 2019.

Gideon Capital Advisors reported no remaining American Electric Power position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 5,254 American Electric Power shares in Q4 2019, an estimated $492K.
Gideon Capital Advisors first reported a position in American Electric Power in Q1 2014 and held it in 7 quarters.
Gideon Capital Advisors's American Electric Power position peaked at $7.12M in Q2 2019.
1,200 funds tracked by Wall St. Rank held American Electric Power as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.