Kaizen Advisory’s American Electric Power AEP Stock Holding History

Kaizen Advisory’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 Q4	$98K	Buy	1,306 +186	+17%	+$14K	0.07%	225
2018 Q3	$79K	Hold	1,120	–	–	0.04%	262
2018 Q2	$78K	Buy	1,120 +642	+134%	+$43.2K	0.04%	264
2018 Q1	$33K	Hold	478	–	–	0.03%	254
2017 Q4	$35K	Buy	+478	New	+$35.7K	0.02%	231

Other funds holding AEP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kaizen Advisory's AEP Position: Q4 2018 in Review

Kaizen Advisory increased its American Electric Power (AEP) stake by 17% in Q4 2018, buying an estimated $14K and bringing the position to 1,306 shares worth $98K. The position accounts for 0.07% of the portfolio, ranked #225.

Kaizen Advisory first reported a position in AEP in Q4 2017 and has held it in 5 quarters since. 1,083 funds tracked by Wall St. Rank hold AEP as of Q4 2018.

Kaizen Advisory held 1,306 shares of American Electric Power worth $98K as of Q4 2018.
Kaizen Advisory bought 186 American Electric Power shares in Q4 2018, an estimated $14K.
American Electric Power made up 0.07% of Kaizen Advisory's portfolio in Q4 2018, its #225 holding.
Kaizen Advisory first reported a position in American Electric Power in Q4 2017 and has held it in 5 quarters since.
1,083 funds tracked by Wall St. Rank held American Electric Power as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.