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Harvest Investment Services’s American Electric Power AEP Stock Holding History

Harvest Investment Services’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
Q4 		– Sell
-2,856
Closed -$233K – 210
2020
Q3 		$233K Sell
2,856
-59
-2% -$4.86K 0.13% 185
2020
Q2 		$232K Buy
+2,915
New +$238K 0.14% 168
2020
Q1 		– Sell
-3,056
Closed -$288K – 102
2019
Q4 		$288K Sell
3,056
-16
-0.5% -$1.48K 0.15% 112
2019
Q3 		$286K Buy
3,072
+100
+3% +$9.08K 0.14% 117
2019
Q2 		$261K Buy
+2,972
New +$256K 0.15% 132

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harvest Investment Services's AEP Position: Q4 2020 in Review

Harvest Investment Services sold out of American Electric Power (AEP) in Q4 2020, closing a stake of 2,856 shares — an estimated $233K sold.

Harvest Investment Services first reported a position in AEP in Q2 2019 and held it in 5 quarters. The position peaked at $288K in Q4 2019. 1,209 funds tracked by Wall St. Rank hold AEP as of Q4 2020.

  • Harvest Investment Services reported no remaining American Electric Power position as of Q4 2020 after selling out during the quarter.
  • Harvest Investment Services sold 2,856 American Electric Power shares in Q4 2020, an estimated $233K.
  • Harvest Investment Services first reported a position in American Electric Power in Q2 2019 and held it in 5 quarters.
  • Harvest Investment Services's American Electric Power position peaked at $288K in Q4 2019.
  • 1,209 funds tracked by Wall St. Rank held American Electric Power as of Q4 2020.

Based on Harvest Investment Services's 13F filing for Q4 2020, filed 1 Feb 2021.