MFWM
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Motley Fool Wealth Management’s American Electric Power AEP Stock Holding History

Motley Fool 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
2018
Q2 		– Sell
-13,918
Closed -$955K – 131
2018
Q1 		$955K Sell
13,918
-977
-7% -$65.8K 0.07% 120
2017
Q4 		$1.1M Sell
14,895
-148
-1% -$11.1K 0.08% 122
2017
Q3 		$1.06M Sell
15,043
-1,043
-6% -$74.3K 0.09% 119
2017
Q2 		$1.12M Buy
16,086
+11
+0.1% +$764 0.1% 118
2017
Q1 		$1.08M Buy
16,075
+3,735
+30% +$242K 0.1% 124
2016
Q4 		$777K Buy
12,340
+1,801
+17% +$111K 0.08% 126
2016
Q3 		$677K Buy
10,539
+4,523
+75% +$304K 0.07% 134
2016
Q2 		$422K Buy
+6,016
New +$394K 0.05% 135

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return