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

Menard 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
Q4 		– Sell
-2,734
Closed -$223K – 136
2020
Q3 		$223K Sell
2,734
-336
-11% -$27.7K 0.26% 130
2020
Q2 		$244K Buy
+3,070
New +$251K 0.31% 86
2020
Q1 		– Sell
-6,340
Closed -$599K – 25
2019
Q4 		$599K Buy
+6,340
New +$586K 0.58% 55

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Menard Financial Group's AEP Position: Q4 2020 in Review

Menard Financial Group sold out of American Electric Power (AEP) in Q4 2020, closing a stake of 2,734 shares — an estimated $223K sold.

Menard Financial Group first reported a position in AEP in Q4 2019 and held it in 3 quarters. The position peaked at $599K in Q4 2019. 1,209 funds tracked by Wall St. Rank hold AEP as of Q4 2020.

  • Menard Financial Group reported no remaining American Electric Power position as of Q4 2020 after selling out during the quarter.
  • Menard Financial Group sold 2,734 American Electric Power shares in Q4 2020, an estimated $223K.
  • Menard Financial Group first reported a position in American Electric Power in Q4 2019 and held it in 3 quarters.
  • Menard Financial Group's American Electric Power position peaked at $599K in Q4 2019.
  • 1,209 funds tracked by Wall St. Rank held American Electric Power as of Q4 2020.

Based on Menard Financial Group's 13F filing for Q4 2020, filed 9 Feb 2021.