LPWM
AEP icon

Lake Point Wealth Management’s American Electric Power AEP Stock Holding History

Lake Point Wealth 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
2019
Q2 		$1K Hold
10
– – ﹤0.01% 588
2019
Q1 		$1K Sell
10
-2,959
-100% -$235K ﹤0.01% 588
2018
Q4 		$222K Buy
+2,969
New +$223K 0.08% 133

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Lake Point Wealth Management's AEP Position: Q2 2019 in Review

Lake Point Wealth Management held its American Electric Power (AEP) position steady in Q2 2019 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Lake Point Wealth Management first reported a position in AEP in Q4 2018 and has held it in 3 quarters since. The position peaked at $222K in Q4 2018. 1,122 funds tracked by Wall St. Rank hold AEP as of Q2 2019.

  • Lake Point Wealth Management held 10 shares of American Electric Power worth $1K as of Q2 2019.
  • Lake Point Wealth Management left its American Electric Power share count unchanged in Q2 2019.
  • American Electric Power made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #588 holding.
  • Lake Point Wealth Management first reported a position in American Electric Power in Q4 2018 and has held it in 3 quarters since.
  • Lake Point Wealth Management's American Electric Power position peaked at $222K in Q4 2018.
  • 1,122 funds tracked by Wall St. Rank held American Electric Power as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.