Hirtle Callaghan & Co’s American Electric Power AEP Stock Holding History

Hirtle Callaghan & Co’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
2017 Q4	–	Sell	-112	Closed	-$8K	–	146
2017 Q3	$8K	Hold	112	–	–	﹤0.01%	182
2017 Q2	$8K	Sell	112 -26	-19%	-$1.81K	﹤0.01%	174
2017 Q1	$10K	Hold	138	–	–	﹤0.01%	174
2016 Q4	$8K	Sell	138 -928	-87%	-$57.2K	﹤0.01%	143
2016 Q3	$68K	Buy	1,066 +800	+301%	+$53.8K	0.01%	118
2016 Q2	$19K	Sell	266 -75	-22%	-$4.91K	﹤0.01%	150
2016 Q1	$23K	Sell	341 -95	-22%	-$5.88K	﹤0.01%	153
2015 Q4	$26K	Sell	436 -1,100	-72%	-$62.3K	0.01%	143
2015 Q3	$88K	Hold	1,536	–	–	0.02%	133
2015 Q2	$81K	Buy	+1,536	New	+$85K	0.03%	149
2015 Q1	–	Sell	-10	Closed	-$1K	–	23
2014 Q4	$1K	Buy	+10	New	+$572	﹤0.01%	517

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Hirtle Callaghan & Co's AEP Position: Q4 2017 in Review

Hirtle Callaghan & Co sold out of American Electric Power (AEP) in Q4 2017, closing a stake of 112 shares — an estimated $8K sold.

Hirtle Callaghan & Co first reported a position in AEP in Q4 2014 and held it in 11 quarters. The position peaked at $88K in Q3 2015. 994 funds tracked by Wall St. Rank hold AEP as of Q4 2017.

Hirtle Callaghan & Co reported no remaining American Electric Power position as of Q4 2017 after selling out during the quarter.
Hirtle Callaghan & Co sold 112 American Electric Power shares in Q4 2017, an estimated $8K.
Hirtle Callaghan & Co first reported a position in American Electric Power in Q4 2014 and held it in 11 quarters.
Hirtle Callaghan & Co's American Electric Power position peaked at $88K in Q3 2015.
994 funds tracked by Wall St. Rank held American Electric Power as of Q4 2017.

Based on Hirtle Callaghan & Co's 13F filing for Q4 2017, filed 17 Jan 2018.