Isthmus Partners’s American Electric Power AEP Stock Holding History

Isthmus 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
2021 Q3	–	Sell	-755	Closed	-$64K	–	157
2021 Q2	$64K	Buy	+755	New	+$65K	0.01%	186
2019 Q2	–	Sell	-18,180	Closed	-$1.08M	–	140
2019 Q1	$1.08M	Buy	+18,180	New	+$1.45M	0.26%	75
2018 Q4	–	Sell	-755	Closed	-$54K	–	138
2018 Q3	$54K	Hold	755	–	–	0.01%	173
2018 Q2	$52K	Hold	755	–	–	0.01%	173
2018 Q1	$52K	Hold	755	–	–	0.01%	170
2017 Q4	$56K	Hold	755	–	–	0.02%	167
2017 Q3	$53K	Hold	755	–	–	0.01%	169
2017 Q2	$52K	Sell	755 -77	-9%	-$5.35K	0.02%	173
2017 Q1	$56K	Hold	832	–	–	0.02%	171
2016 Q4	$52K	Buy	832 +77	+10%	+$4.75K	0.02%	178
2016 Q3	$47K	Hold	755	–	–	0.01%	173
2016 Q2	$53K	Hold	755	–	–	0.02%	165
2016 Q1	$50K	Hold	755	–	–	0.02%	169
2015 Q4	$44K	Hold	755	–	–	0.02%	182
2015 Q3	$43K	Hold	755	–	–	0.02%	183
2015 Q2	$40K	Hold	755	–	–	0.01%	187
2015 Q1	$42K	Hold	755	–	–	0.01%	184
2014 Q4	$46K	Buy	+755	New	+$43.2K	0.02%	185

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

Wellington Management Group

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors

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