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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wellington Management Group

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return