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MKD Wealth Coaches’s American Electric Power AEP Stock Holding History

MKD Wealth Coaches’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
2019
Q3 		– Sell
-656
Closed -$58K – 56
2019
Q2 		$58K Hold
656
– – 0.05% 80
2019
Q1 		$55K Hold
656
– – 0.06% 78
2018
Q4 		$49K Buy
+656
New +$49.2K 0.06% 80

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MKD Wealth Coaches's AEP Position: Q3 2019 in Review

MKD Wealth Coaches sold out of American Electric Power (AEP) in Q3 2019, closing a stake of 656 shares — an estimated $58K sold.

MKD Wealth Coaches first reported a position in AEP in Q4 2018 and held it in 3 quarters. The position peaked at $58K in Q2 2019. 1,130 funds tracked by Wall St. Rank hold AEP as of Q3 2019.

  • MKD Wealth Coaches reported no remaining American Electric Power position as of Q3 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 656 American Electric Power shares in Q3 2019, an estimated $58K.
  • MKD Wealth Coaches first reported a position in American Electric Power in Q4 2018 and held it in 3 quarters.
  • MKD Wealth Coaches's American Electric Power position peaked at $58K in Q2 2019.
  • 1,130 funds tracked by Wall St. Rank held American Electric Power as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.