Lehman Financial Resources’s American Electric Power AEP Stock Holding History

Lehman Financial Resources’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 Q3	$372K	Buy	5,257 +2	+0%	+$142	0.17%	61
2018 Q2	$363K	Buy	5,255 +868	+20%	+$58.5K	0.18%	56
2018 Q1	$300K	Hold	4,387	–	–	0.15%	61
2017 Q4	$322K	Hold	4,387	–	–	0.17%	57
2017 Q3	$308K	Sell	4,387 -41	-0.9%	-$2.92K	0.16%	52
2017 Q2	$308K	Hold	4,428	–	–	0.17%	49
2017 Q1	$297K	Buy	4,428 +41	+0.9%	+$2.65K	0.16%	49
2016 Q4	$276K	Hold	4,387	–	–	0.16%	48
2016 Q3	$281K	Hold	4,387	–	–	0.16%	46
2016 Q2	$307K	Hold	4,387	–	–	0.15%	47
2016 Q1	$291K	Hold	4,387	–	–	0.16%	50
2015 Q4	$255K	Hold	4,387	–	–	0.14%	51
2015 Q3	$249K	Hold	4,387	–	–	0.13%	55
2015 Q2	$232K	Hold	4,387	–	–	0.11%	53
2015 Q1	$247K	Buy	4,387 +387	+10%	+$23K	0.11%	54
2014 Q4	$243K	Hold	4,000	–	–	0.12%	57
2014 Q3	$209K	Hold	4,000	–	–	0.11%	56
2014 Q2	$223K	Hold	4,000	–	–	0.11%	57
2014 Q1	$203K	Hold	4,000	–	–	0.11%	57
2013 Q4	$187K	Hold	4,000	–	–	0.12%	58
2013 Q3	$173K	Buy	4,000 +3,000	+300%	+$133K	0.11%	57
2013 Q2	$45K	Buy	+1,000	New	+$48K	0.03%	110

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

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

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

Lehman Financial Resources's AEP Position: Q3 2018 in Review

Lehman Financial Resources increased its American Electric Power (AEP) stake by 0.04% in Q3 2018, buying an estimated $142 and bringing the position to 5,257 shares worth $372K. The position accounts for 0.17% of the portfolio, ranked #61.

Lehman Financial Resources first reported a position in AEP in Q2 2013 and has held it in 22 quarters since. 1,003 funds tracked by Wall St. Rank hold AEP as of Q3 2018.

Lehman Financial Resources held 5,257 shares of American Electric Power worth $372K as of Q3 2018.
Lehman Financial Resources bought 2 American Electric Power shares in Q3 2018, an estimated $142.
American Electric Power made up 0.17% of Lehman Financial Resources's portfolio in Q3 2018, its #61 holding.
Lehman Financial Resources first reported a position in American Electric Power in Q2 2013 and has held it in 22 quarters since.
1,003 funds tracked by Wall St. Rank held American Electric Power as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.