Jupiter Investment Management’s American Electric Power AEP Stock Holding History

Jupiter Investment 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 Q2	–	Sell	-360	Closed	-$24K	–	366
2018 Q1	$24K	Buy	+360	New	+$24.2K	﹤0.01%	360
2016 Q4	–	Sell	-2,915	Closed	-$187K	–	360
2016 Q3	$187K	Sell	2,915 -58,635	-95%	-$3.94M	﹤0.01%	316
2016 Q2	$4.31M	Sell	61,550 -45,732	-43%	-$2.99M	0.08%	193
2016 Q1	$7.12M	Buy	107,282 +90,141	+526%	+$5.57M	0.15%	152
2015 Q4	$998K	Buy	17,141 +560	+3%	+$31.7K	0.03%	185
2015 Q3	$942K	Buy	16,581 +3,942	+31%	+$219K	0.03%	190
2015 Q2	$669K	Buy	+12,639	New	+$700K	0.02%	206
2015 Q1	–	Sell	-235,105	Closed	-$14.3M	–	327
2014 Q4	$14.3M	Sell	235,105 -168,716	-42%	-$9.65M	0.51%	68
2014 Q3	$21.1M	Buy	403,821 +199,875	+98%	+$10.6M	1.04%	33
2014 Q2	$11.4M	Buy	+203,946	New	+$10.8M	0.64%	52

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Investment Management's AEP Position: Q2 2018 in Review

Jupiter Investment Management sold out of American Electric Power (AEP) in Q2 2018, closing a stake of 360 shares — an estimated $24K sold.

Jupiter Investment Management first reported a position in AEP in Q2 2014 and held it in 10 quarters. The position peaked at $21.1M in Q3 2014. 975 funds tracked by Wall St. Rank hold AEP as of Q2 2018.

Jupiter Investment Management reported no remaining American Electric Power position as of Q2 2018 after selling out during the quarter.
Jupiter Investment Management sold 360 American Electric Power shares in Q2 2018, an estimated $24K.
Jupiter Investment Management first reported a position in American Electric Power in Q2 2014 and held it in 10 quarters.
Jupiter Investment Management's American Electric Power position peaked at $21.1M in Q3 2014.
975 funds tracked by Wall St. Rank held American Electric Power as of Q2 2018.

Based on Jupiter Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.