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

MBE 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 		– Sell
-119
Closed -$9K – 55
2020
Q1 		$9K Buy
+119
New +$11.3K 0.01% 290

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MBE Wealth Management sold out of American Electric Power (AEP) in Q2 2020, closing a stake of 119 shares — an estimated $9K sold.

MBE Wealth Management first reported a position in AEP in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 1,129 funds tracked by Wall St. Rank hold AEP as of Q2 2020.

  • MBE Wealth Management reported no remaining American Electric Power position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 119 American Electric Power shares in Q2 2020, an estimated $9K.
  • MBE Wealth Management first reported a position in American Electric Power in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's American Electric Power position peaked at $9K in Q1 2020.
  • 1,129 funds tracked by Wall St. Rank held American Electric Power as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.