Lake Street Private Wealth’s American Electric Power AEP Stock Holding History

Lake Street Private Wealth’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
2020 Q1	–	Sell	-2,533	Closed	-$239K	–	143
2019 Q4	$239K	Sell	2,533 -199	-7%	-$18.4K	0.09%	151
2019 Q3	$256K	Sell	2,732 -136	-5%	-$12.4K	0.12%	135
2019 Q2	$252K	Buy	+2,868	New	+$247K	0.15%	107

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lake Street Private Wealth's AEP Position: Q1 2020 in Review

Lake Street Private Wealth sold out of American Electric Power (AEP) in Q1 2020, closing a stake of 2,533 shares — an estimated $239K sold.

Lake Street Private Wealth first reported a position in AEP in Q2 2019 and held it in 3 quarters. The position peaked at $256K in Q3 2019. 1,141 funds tracked by Wall St. Rank hold AEP as of Q1 2020.

Lake Street Private Wealth reported no remaining American Electric Power position as of Q1 2020 after selling out during the quarter.
Lake Street Private Wealth sold 2,533 American Electric Power shares in Q1 2020, an estimated $239K.
Lake Street Private Wealth first reported a position in American Electric Power in Q2 2019 and held it in 3 quarters.
Lake Street Private Wealth's American Electric Power position peaked at $256K in Q3 2019.
1,141 funds tracked by Wall St. Rank held American Electric Power as of Q1 2020.

Based on Lake Street Private Wealth's 13F filing for Q1 2020, filed 7 Apr 2020.