Mid Atlantic Financial Management’s American Electric Power AEP Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$563K	Sell	6,931 -10	-0.1%	-$873	0.04%	419
2021 Q2	$587K	Buy	6,941 +98	+1%	+$8.44K	0.04%	415
2021 Q1	$580K	Buy	6,843 +337	+5%	+$27.2K	0.04%	385
2020 Q4	$542K	Buy	6,506 +258	+4%	+$22.4K	0.04%	366
2020 Q3	$564K	Buy	6,248 +8	+0.1%	+$659	0.05%	324
2020 Q2	$497K	Sell	6,240 -673	-10%	-$54.9K	0.05%	338
2020 Q1	$553K	Sell	6,913 -132	-2%	-$12.5K	0.06%	278
2019 Q4	$666K	Sell	7,045 -492	-7%	-$45.5K	0.06%	312
2019 Q3	$706K	Sell	7,537 -850	-10%	-$77.2K	0.08%	272
2019 Q2	$738K	Sell	8,387 -292	-3%	-$25.2K	0.08%	280
2019 Q1	$727K	Buy	8,679 +628	+8%	+$49.9K	0.08%	272
2018 Q4	$602K	Buy	+8,051	New	+$604K	0.07%	280

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mid Atlantic Financial Management's AEP Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its American Electric Power (AEP) stake by 0.14% in Q3 2021, selling an estimated $873 and leaving 6,931 shares worth $563K. The position accounts for 0.04% of the portfolio, ranked #419.

Mid Atlantic Financial Management first reported a position in AEP in Q4 2018 and has held it in 12 quarters since. The position peaked at $738K in Q2 2019. 1,193 funds tracked by Wall St. Rank hold AEP as of Q3 2021.

Mid Atlantic Financial Management held 6,931 shares of American Electric Power worth $563K as of Q3 2021.
Mid Atlantic Financial Management sold 10 American Electric Power shares in Q3 2021, an estimated $873.
American Electric Power made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #419 holding.
Mid Atlantic Financial Management first reported a position in American Electric Power in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's American Electric Power position peaked at $738K in Q2 2019.
1,193 funds tracked by Wall St. Rank held American Electric Power as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.