Lenox Wealth Management’s American Electric Power AEP Stock Holding History

Lenox 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
2020 Q2	$7K	Hold	100	–	–	﹤0.01%	482
2020 Q1	$7K	Hold	100	–	–	﹤0.01%	435
2019 Q4	$9K	Hold	100	–	–	﹤0.01%	454
2019 Q3	$9K	Hold	100	–	–	﹤0.01%	458
2019 Q2	$8K	Hold	100	–	–	﹤0.01%	452
2019 Q1	$8K	Hold	100	–	–	﹤0.01%	459
2018 Q4	$7K	Hold	100	–	–	﹤0.01%	427
2018 Q3	$7K	Hold	100	–	–	﹤0.01%	449
2018 Q2	$7K	Buy	100 +41	+69%	+$2.76K	﹤0.01%	399
2018 Q1	$1K	Buy	+59	New	+$3.97K	﹤0.01%	454
2017 Q2	–	Sell	-1,100	Closed	-$74K	–	470
2017 Q1	$74K	Sell	1,100 -26	-2%	-$1.68K	0.05%	71
2016 Q4	$71K	Buy	+1,126	New	+$69.4K	0.05%	83
2016 Q3	–	Sell	-244	Closed	-$16.4K	–	223
2016 Q2	$17K	Buy	244 +120	+97%	+$7.85K	0.01%	148
2016 Q1	$8K	Buy	124 +4	+3%	+$247	0.01%	170
2015 Q4	$7K	Buy	+120	New	+$6.8K	0.01%	177

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lenox Wealth Management's AEP Position: Q2 2020 in Review

Lenox Wealth Management held its American Electric Power (AEP) position steady in Q2 2020 at 100 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Lenox Wealth Management first reported a position in AEP in Q4 2015 and has held it in 15 quarters since. The position peaked at $74K in Q1 2017. 1,129 funds tracked by Wall St. Rank hold AEP as of Q2 2020.

Lenox Wealth Management held 100 shares of American Electric Power worth $7K as of Q2 2020.
Lenox Wealth Management left its American Electric Power share count unchanged in Q2 2020.
American Electric Power made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #482 holding.
Lenox Wealth Management first reported a position in American Electric Power in Q4 2015 and has held it in 15 quarters since.
Lenox Wealth Management's American Electric Power position peaked at $74K in Q1 2017.
1,129 funds tracked by Wall St. Rank held American Electric Power as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.