HCC
Hirtle Callaghan & Co’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$1.86K | ﹤0.01% | 174 |
|
|
2017
Q1 | $10K | Hold |
138
| – | – | ﹤0.01% | 174 |
|
|
2016
Q4 | $8K | Sell |
138
-928
| -87% | -$53.8K | ﹤0.01% | 143 |
|
|
2016
Q3 | $68K | Buy |
1,066
+800
| +301% | +$51K | 0.01% | 118 |
|
|
2016
Q2 | $19K | Sell |
266
-75
| -22% | -$5.36K | ﹤0.01% | 150 |
|
|
2016
Q1 | $23K | Sell |
341
-95
| -22% | -$6.41K | ﹤0.01% | 153 |
|
|
2015
Q4 | $26K | Sell |
436
-1,100
| -72% | -$65.6K | 0.01% | 143 |
|
|
2015
Q3 | $88K | Hold |
1,536
| – | – | 0.02% | 133 |
|
|
2015
Q2 | $81K | Buy |
+1,536
| New | +$81K | 0.03% | 149 |
|
|
2015
Q1 | – | Sell |
-10
| Closed | -$1K | – | 23 |
|
|
2014
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 517 |
|