Haverford Financial Services’s American Electric Power AEP Stock Holding History

Haverford Financial 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
2018 Q2	–	Sell	-4,108	Closed	-$282K	–	77
2018 Q1	$282K	Sell	4,108 -2,220	-35%	-$149K	0.11%	71
2017 Q4	$466K	Buy	6,328 +267	+4%	+$19.9K	0.17%	48
2017 Q3	$426K	Hold	6,061	–	–	0.17%	46
2017 Q2	$421K	Sell	6,061 -176	-3%	-$12.2K	0.17%	37
2017 Q1	$419K	Buy	6,237 +2,428	+64%	+$157K	0.17%	37
2016 Q4	$240K	Hold	3,809	–	–	0.1%	55
2016 Q3	$245K	Sell	3,809 -24	-0.6%	-$1.61K	0.11%	53
2016 Q2	$269K	Sell	3,833 -10	-0.3%	-$654	0.11%	53
2016 Q1	$255K	Buy	+3,843	New	+$238K	0.11%	54

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Haverford Financial Services's AEP Position: Q2 2018 in Review

Haverford Financial Services sold out of American Electric Power (AEP) in Q2 2018, closing a stake of 4,108 shares — an estimated $282K sold.

Haverford Financial Services first reported a position in AEP in Q1 2016 and held it in 9 quarters. The position peaked at $466K in Q4 2017. 976 funds tracked by Wall St. Rank hold AEP as of Q2 2018.

Haverford Financial Services reported no remaining American Electric Power position as of Q2 2018 after selling out during the quarter.
Haverford Financial Services sold 4,108 American Electric Power shares in Q2 2018, an estimated $282K.
Haverford Financial Services first reported a position in American Electric Power in Q1 2016 and held it in 9 quarters.
Haverford Financial Services's American Electric Power position peaked at $466K in Q4 2017.
976 funds tracked by Wall St. Rank held American Electric Power as of Q2 2018.

Based on Haverford Financial Services's 13F filing for Q2 2018, filed 10 Aug 2018.