Hefty Wealth Partners’s American Electric Power AEP Stock Holding History

Hefty Wealth 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
2018 Q1	$62K	Hold	900	–	–	0.04%	130
2017 Q4	$66K	Hold	900	–	–	0.04%	126
2017 Q3	$63K	Hold	900	–	–	0.04%	121
2017 Q2	$62K	Hold	900	–	–	0.04%	117
2017 Q1	$60K	Buy	900 +156	+21%	+$10.1K	0.04%	122
2016 Q4	$46K	Hold	744	–	–	0.04%	123
2016 Q3	$47K	Hold	744	–	–	0.04%	132
2016 Q2	$52K	Hold	744	–	–	0.04%	104
2016 Q1	$49K	Hold	744	–	–	0.05%	103
2015 Q4	$43K	Buy	+744	New	+$42.2K	0.04%	111

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hefty Wealth Partners's AEP Position: Q1 2018 in Review

Hefty Wealth Partners held its American Electric Power (AEP) position steady in Q1 2018 at 900 shares worth $62K. The position accounts for 0.04% of the portfolio, ranked #130.

Hefty Wealth Partners first reported a position in AEP in Q4 2015 and has held it in 10 quarters since. The position peaked at $66K in Q4 2017. 998 funds tracked by Wall St. Rank hold AEP as of Q1 2018.

Hefty Wealth Partners held 900 shares of American Electric Power worth $62K as of Q1 2018.
Hefty Wealth Partners left its American Electric Power share count unchanged in Q1 2018.
American Electric Power made up 0.04% of Hefty Wealth Partners's portfolio in Q1 2018, its #130 holding.
Hefty Wealth Partners first reported a position in American Electric Power in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's American Electric Power position peaked at $66K in Q4 2017.
998 funds tracked by Wall St. Rank held American Electric Power as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.