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Kays Financial Advisory’s American Electric Power AEP Stock Holding History

Kays Financial 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
2019
Q4 		– Sell
-4,645
Closed -$435K – 100
2019
Q3 		$435K Buy
4,645
+3
+0.1% +$272 0.08% 80
2019
Q2 		$409K Buy
4,642
+3
+0.1% +$259 0.07% 80
2019
Q1 		$388K Buy
+4,639
New +$369K 0.08% 80

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kays Financial Advisory's AEP Position: Q4 2019 in Review

Kays Financial Advisory sold out of American Electric Power (AEP) in Q4 2019, closing a stake of 4,645 shares — an estimated $435K sold.

Kays Financial Advisory first reported a position in AEP in Q1 2019 and held it in 3 quarters. The position peaked at $435K in Q3 2019. 1,200 funds tracked by Wall St. Rank hold AEP as of Q4 2019.

  • Kays Financial Advisory reported no remaining American Electric Power position as of Q4 2019 after selling out during the quarter.
  • Kays Financial Advisory sold 4,645 American Electric Power shares in Q4 2019, an estimated $435K.
  • Kays Financial Advisory first reported a position in American Electric Power in Q1 2019 and held it in 3 quarters.
  • Kays Financial Advisory's American Electric Power position peaked at $435K in Q3 2019.
  • 1,200 funds tracked by Wall St. Rank held American Electric Power as of Q4 2019.

Based on Kays Financial Advisory's 13F filing for Q4 2019, filed 27 Jan 2020.