LifePlan Financial Group’s American Electric Power AEP Stock Holding History

LifePlan Financial Group’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 Q3	$67K	Hold	824	–	–	0.03%	225
2020 Q2	$66K	Hold	824	–	–	0.03%	219
2020 Q1	$66K	Hold	824	–	–	0.04%	202
2019 Q4	$78K	Hold	824	–	–	0.03%	209
2019 Q3	$77K	Hold	824	–	–	0.04%	204
2019 Q2	$73K	Hold	824	–	–	0.04%	208
2019 Q1	$69K	Hold	824	–	–	0.04%	210
2018 Q4	$62K	Hold	824	–	–	0.04%	212
2018 Q3	$58K	Hold	824	–	–	0.03%	232
2018 Q2	$57K	Hold	824	–	–	0.03%	227
2018 Q1	$57K	Buy	+824	New	+$55.5K	0.03%	214
2013 Q3	–	Sell	-16	Closed	-$1K	–	219
2013 Q2	$1K	Buy	+16	New	+$768	﹤0.01%	180

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

LifePlan Financial Group's AEP Position: Q3 2020 in Review

LifePlan Financial Group held its American Electric Power (AEP) position steady in Q3 2020 at 824 shares worth $67K. The position accounts for 0.03% of the portfolio, ranked #225.

LifePlan Financial Group first reported a position in AEP in Q2 2013 and has held it in 12 quarters since. The position peaked at $78K in Q4 2019. 1,117 funds tracked by Wall St. Rank hold AEP as of Q3 2020.

LifePlan Financial Group held 824 shares of American Electric Power worth $67K as of Q3 2020.
LifePlan Financial Group left its American Electric Power share count unchanged in Q3 2020.
American Electric Power made up 0.03% of LifePlan Financial Group's portfolio in Q3 2020, its #225 holding.
LifePlan Financial Group first reported a position in American Electric Power in Q2 2013 and has held it in 12 quarters since.
LifePlan Financial Group's American Electric Power position peaked at $78K in Q4 2019.
1,117 funds tracked by Wall St. Rank held American Electric Power as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.