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

Minot 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
-11,814
Closed -$945K – 114
2020
Q1 		$945K Sell
11,814
-169
-1% -$16K 0.68% 53
2019
Q4 		$1.2M Buy
+11,983
New +$1.11M 0.55% 57

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Minot Wealth Management sold out of American Electric Power (AEP) in Q2 2020, closing a stake of 11,814 shares — an estimated $945K sold.

Minot Wealth Management first reported a position in AEP in Q4 2019 and held it in 2 quarters. The position peaked at $1.2M in Q4 2019. 1,129 funds tracked by Wall St. Rank hold AEP as of Q2 2020.

  • Minot Wealth Management reported no remaining American Electric Power position as of Q2 2020 after selling out during the quarter.
  • Minot Wealth Management sold 11,814 American Electric Power shares in Q2 2020, an estimated $945K.
  • Minot Wealth Management first reported a position in American Electric Power in Q4 2019 and held it in 2 quarters.
  • Minot Wealth Management's American Electric Power position peaked at $1.2M in Q4 2019.
  • 1,129 funds tracked by Wall St. Rank held American Electric Power as of Q2 2020.

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