JA
AEP icon

JOYN Advisors’s American Electric Power AEP Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-1,133
Closed -$85K – 145
2018
Q4 		$85K Sell
1,133
-118
-9% -$8.85K 0.02% 225
2018
Q3 		$89K Buy
1,251
+452
+57% +$32.2K 0.02% 239
2018
Q2 		$55K Buy
799
+669
+515% +$45.1K 0.01% 366
2018
Q1 		$9K Buy
+130
New +$8.75K ﹤0.01% 778

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JOYN Advisors's AEP Position: Q1 2019 in Review

JOYN Advisors sold out of American Electric Power (AEP) in Q1 2019, closing a stake of 1,133 shares — an estimated $85K sold.

JOYN Advisors first reported a position in AEP in Q1 2018 and held it in 4 quarters. The position peaked at $89K in Q3 2018. 1,126 funds tracked by Wall St. Rank hold AEP as of Q1 2019.

  • JOYN Advisors reported no remaining American Electric Power position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,133 American Electric Power shares in Q1 2019, an estimated $85K.
  • JOYN Advisors first reported a position in American Electric Power in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's American Electric Power position peaked at $89K in Q3 2018.
  • 1,126 funds tracked by Wall St. Rank held American Electric Power as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.