Global Financial Private Capital’s American Electric Power AEP Stock Holding History

Global Financial Private 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
2020 Q2	$1.67M	Buy	20,995 +20,985	+209,850%	+$1.71M	0.1%	170
2020 Q1	$1K	Sell	10 -15	-60%	-$1.42K	﹤0.01%	350
2019 Q4	$2K	Hold	25	–	–	﹤0.01%	354
2019 Q3	$2K	Sell	25 -149	-86%	-$13.5K	﹤0.01%	347
2019 Q2	$15K	Sell	174 -48,210	-100%	-$4.16M	﹤0.01%	352
2019 Q1	$4.05M	Sell	48,384 -17,741	-27%	-$1.41M	0.19%	115
2018 Q4	$4.94M	Sell	66,125 -22,620	-25%	-$1.7M	0.27%	91
2018 Q3	$6.29M	Sell	88,745 -25,819	-23%	-$1.84M	0.23%	96
2018 Q2	$7.93M	Sell	114,564 -14,017	-11%	-$944K	0.27%	87
2018 Q1	$8.82M	Buy	+128,581	New	+$8.66M	0.31%	80
2017 Q4	–	Sell	-150,779	Closed	-$10.6M	–	514
2017 Q3	$10.6M	Buy	150,779 +13,127	+10%	+$935K	0.38%	74
2017 Q2	$9.56M	Sell	137,652 -974	-0.7%	-$67.7K	0.46%	65
2017 Q1	$9.31M	Buy	+138,626	New	+$8.98M	0.47%	63

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

Global Financial Private Capital's AEP Position: Q2 2020 in Review

Global Financial Private Capital increased its American Electric Power (AEP) stake by 209,850% in Q2 2020, buying an estimated $1.71M and bringing the position to 20,995 shares worth $1.67M. The position accounts for 0.1% of the portfolio, ranked #170.

Global Financial Private Capital first reported a position in AEP in Q1 2017 and has held it in 13 quarters since. The position peaked at $10.6M in Q3 2017. 1,129 funds tracked by Wall St. Rank hold AEP as of Q2 2020.

Global Financial Private Capital held 20,995 shares of American Electric Power worth $1.67M as of Q2 2020.
Global Financial Private Capital bought 20,985 American Electric Power shares in Q2 2020, an estimated $1.71M.
American Electric Power made up 0.1% of Global Financial Private Capital's portfolio in Q2 2020, its #170 holding.
Global Financial Private Capital first reported a position in American Electric Power in Q1 2017 and has held it in 13 quarters since.
Global Financial Private Capital's American Electric Power position peaked at $10.6M in Q3 2017.
1,129 funds tracked by Wall St. Rank held American Electric Power as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.