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Jolley Asset Management’s American Electric Power AEP Stock Holding History

Jolley Asset Management’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 		– Sell
-64
Closed -$5K – 181
2017
Q4 		$5K Hold
64
– – ﹤0.01% 165
2017
Q3 		$4K Buy
+64
New +$4.56K ﹤0.01% 170

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jolley Asset Management's AEP Position: Q1 2018 in Review

Jolley Asset Management sold out of American Electric Power (AEP) in Q1 2018, closing a stake of 64 shares — an estimated $5K sold.

Jolley Asset Management first reported a position in AEP in Q3 2017 and held it in 2 quarters. The position peaked at $5K in Q4 2017. 998 funds tracked by Wall St. Rank hold AEP as of Q1 2018.

  • Jolley Asset Management reported no remaining American Electric Power position as of Q1 2018 after selling out during the quarter.
  • Jolley Asset Management sold 64 American Electric Power shares in Q1 2018, an estimated $5K.
  • Jolley Asset Management first reported a position in American Electric Power in Q3 2017 and held it in 2 quarters.
  • Jolley Asset Management's American Electric Power position peaked at $5K in Q4 2017.
  • 998 funds tracked by Wall St. Rank held American Electric Power as of Q1 2018.

Based on Jolley Asset Management's 13F filing for Q1 2018, filed 13 Apr 2018.