Girard Partners’s American Electric Power AEP Stock Holding History

Girard Partners’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
2020 Q1	–	Sell	-2,223	Closed	-$210K	–	207
2019 Q4	$210K	Buy	2,223 +41	+2%	+$3.79K	0.03%	218
2019 Q3	$204K	Buy	+2,182	New	+$198K	0.04%	206
2018 Q4	–	Sell	-2,215	Closed	-$156K	–	252
2018 Q3	$156K	Buy	+2,215	New	+$158K	0.03%	273
2018 Q1	–	Sell	-2,917	Closed	-$215K	–	250
2017 Q4	$215K	Buy	+2,917	New	+$218K	0.04%	253
2017 Q3	–	Sell	-2,881	Closed	-$200K	–	259
2017 Q2	$200K	Buy	+2,881	New	+$200K	0.04%	253
2017 Q1	–	Sell	-3,251	Closed	-$205K	–	231
2016 Q4	$205K	Sell	3,251 -51	-2%	-$3.15K	0.06%	211
2016 Q3	$212K	Buy	+3,302	New	+$222K	0.07%	189

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Girard Partners's AEP Position: Q1 2020 in Review

Girard Partners sold out of American Electric Power (AEP) in Q1 2020, closing a stake of 2,223 shares — an estimated $210K sold.

Girard Partners first reported a position in AEP in Q3 2016 and held it in 7 quarters. The position peaked at $215K in Q4 2017. 1,141 funds tracked by Wall St. Rank hold AEP as of Q1 2020.

Girard Partners reported no remaining American Electric Power position as of Q1 2020 after selling out during the quarter.
Girard Partners sold 2,223 American Electric Power shares in Q1 2020, an estimated $210K.
Girard Partners first reported a position in American Electric Power in Q3 2016 and held it in 7 quarters.
Girard Partners's American Electric Power position peaked at $215K in Q4 2017.
1,141 funds tracked by Wall St. Rank held American Electric Power as of Q1 2020.

Based on Girard Partners's 13F filing for Q1 2020, filed 1 May 2020.