Loeb Partners Corp’s American Electric Power AEP Stock Holding History

Loeb Partners Corp’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 Q1	–	Sell	-11,600	Closed	-$868K	–	138
2018 Q4	$868K	Sell	11,600 -5,000	-30%	-$375K	0.4%	62
2018 Q3	$1.18M	Sell	16,600 -10,400	-39%	-$740K	0.43%	59
2018 Q2	$1.87M	Buy	27,000 +5,000	+23%	+$337K	0.47%	59
2018 Q1	$1.51M	Hold	22,000	–	–	0.65%	43
2017 Q4	$1.62M	Hold	22,000	–	–	0.48%	57
2017 Q3	$1.54M	Hold	22,000	–	–	0.47%	55
2017 Q2	$1.53M	Hold	22,000	–	–	0.44%	60
2017 Q1	$1.48M	Buy	22,000 +8,600	+64%	+$557K	0.44%	58
2016 Q4	$844K	Hold	13,400	–	–	0.29%	78
2016 Q3	$860K	Hold	13,400	–	–	0.31%	77
2016 Q2	$939K	Hold	13,400	–	–	0.31%	72
2016 Q1	$890K	Hold	13,400	–	–	0.32%	73
2015 Q4	$781K	Hold	13,400	–	–	0.25%	82
2015 Q3	$762K	Hold	13,400	–	–	0.28%	81
2015 Q2	$710K	Buy	+13,400	New	+$742K	0.21%	93

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loeb Partners Corp's AEP Position: Q1 2019 in Review

Loeb Partners Corp sold out of American Electric Power (AEP) in Q1 2019, closing a stake of 11,600 shares — an estimated $868K sold.

Loeb Partners Corp first reported a position in AEP in Q2 2015 and held it in 15 quarters. The position peaked at $1.87M in Q2 2018. 1,126 funds tracked by Wall St. Rank hold AEP as of Q1 2019.

Loeb Partners Corp reported no remaining American Electric Power position as of Q1 2019 after selling out during the quarter.
Loeb Partners Corp sold 11,600 American Electric Power shares in Q1 2019, an estimated $868K.
Loeb Partners Corp first reported a position in American Electric Power in Q2 2015 and held it in 15 quarters.
Loeb Partners Corp's American Electric Power position peaked at $1.87M in Q2 2018.
1,126 funds tracked by Wall St. Rank held American Electric Power as of Q1 2019.

Based on Loeb Partners Corp's 13F filing for Q1 2019, filed 14 May 2019.