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Mariner Wealth Advisors (Cincinnati)’s American Electric Power AEP Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 		$484K Sell
6,834
-259
-4% -$18.4K 0.03% 198
2018
Q2 		$491K Sell
7,093
-8,500
-55% -$572K 0.03% 198
2018
Q1 		$1.07M Buy
15,593
+10,411
+201% +$701K 0.07% 126
2017
Q4 		$381K Sell
5,182
-1,083
-17% -$80.9K 0.02% 208
2017
Q3 		$440K Buy
6,265
+1,537
+33% +$109K 0.03% 182
2017
Q2 		$328K Sell
4,728
-3,016
-39% -$210K 0.02% 206
2017
Q1 		$520K Buy
7,744
+37
+0.5% +$2.4K 0.04% 160
2016
Q4 		$485K Sell
7,707
-1,275
-14% -$78.6K 0.04% 162
2016
Q3 		$577K Sell
8,982
-2,024
-18% -$136K 0.05% 150
2016
Q2 		$771K Buy
11,006
+574
+6% +$37.6K 0.07% 131
2016
Q1 		$693K Buy
10,432
+1,450
+16% +$89.7K 0.07% 128
2015
Q4 		$523K Buy
+8,982
New +$509K 0.05% 143
2015
Q1 		$515K Sell
9,163
-200
-2% -$11.9K 0.07% 105
2014
Q4 		$569K Sell
9,363
-100
-1% -$5.72K 0.08% 100
2014
Q3 		$494K Hold
9,463
– – 0.08% 108
2014
Q2 		$528K Sell
9,463
-122
-1% -$6.44K 0.08% 94
2014
Q1 		$486K Buy
9,585
+97
+1% +$4.71K 0.08% 94
2013
Q4 		$443K Buy
9,488
+25
+0.3% +$1.15K 0.07% 98
2013
Q3 		$410K Sell
9,463
-1,025
-10% -$45.6K 0.08% 89
2013
Q2 		$470K Buy
+10,488
New +$503K 0.09% 80

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s AEP Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its American Electric Power (AEP) stake by 3.7% in Q3 2018, selling an estimated $18.4K and leaving 6,834 shares worth $484K. The position accounts for 0.03% of the portfolio, ranked #198.

Mariner Wealth Advisors (Cincinnati) first reported a position in AEP in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.07M in Q1 2018. 1,003 funds tracked by Wall St. Rank hold AEP as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 6,834 shares of American Electric Power worth $484K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 259 American Electric Power shares in Q3 2018, an estimated $18.4K.
  • American Electric Power made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #198 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in American Electric Power in Q2 2013 and has held it in 20 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s American Electric Power position peaked at $1.07M in Q1 2018.
  • 1,003 funds tracked by Wall St. Rank held American Electric Power as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.