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Mountain Capital Investment Advisors’s American Electric Power AEP Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-329
Closed -$23K – 43
2017
Q3 		$23K Hold
329
– – 0.02% 171
2017
Q2 		$23K Buy
+329
New +$22.9K 0.02% 192

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mountain Capital Investment Advisors's AEP Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of American Electric Power (AEP) in Q4 2017, closing a stake of 329 shares — an estimated $23K sold.

Mountain Capital Investment Advisors first reported a position in AEP in Q2 2017 and held it in 2 quarters. The position peaked at $23K in Q3 2017. 994 funds tracked by Wall St. Rank hold AEP as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining American Electric Power position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 329 American Electric Power shares in Q4 2017, an estimated $23K.
  • Mountain Capital Investment Advisors first reported a position in American Electric Power in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's American Electric Power position peaked at $23K in Q3 2017.
  • 994 funds tracked by Wall St. Rank held American Electric Power as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.