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Invictus RG’s American Electric Power AEP Stock Holding History

Invictus RG’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
Q3 		– Sell
-858
Closed -$60K – 479
2017
Q2 		$60K Buy
+858
New +$59.6K 0.04% 448
2016
Q2 		– Sell
-672
Closed -$45K – 608
2016
Q1 		$45K Buy
+672
New +$41.6K 0.05% 352

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invictus RG's AEP Position: Q3 2017 in Review

Invictus RG sold out of American Electric Power (AEP) in Q3 2017, closing a stake of 858 shares — an estimated $60K sold.

Invictus RG first reported a position in AEP in Q1 2016 and held it in 2 quarters. The position peaked at $60K in Q2 2017. 896 funds tracked by Wall St. Rank hold AEP as of Q3 2017.

  • Invictus RG reported no remaining American Electric Power position as of Q3 2017 after selling out during the quarter.
  • Invictus RG sold 858 American Electric Power shares in Q3 2017, an estimated $60K.
  • Invictus RG first reported a position in American Electric Power in Q1 2016 and held it in 2 quarters.
  • Invictus RG's American Electric Power position peaked at $60K in Q2 2017.
  • 896 funds tracked by Wall St. Rank held American Electric Power as of Q3 2017.

Based on Invictus RG's 13F filing for Q3 2017, filed 13 Nov 2017.