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Neuburgh Advisers’s American Electric Power AEP Stock Holding History

Neuburgh Advisers’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 		$8M Sell
85,360
-3,376
-4% -$307K 0.25% 87
2019
Q2 		$7.81M Buy
88,736
+3,472
+4% +$299K 0.25% 82
2019
Q1 		$7.14M Buy
85,264
+1,456
+2% +$116K 0.24% 86
2018
Q4 		$6.26M Buy
83,808
+13,184
+19% +$989K 0.25% 84
2018
Q3 		$5.01M Sell
70,624
-15,248
-18% -$1.08M 0.16% 130
2018
Q2 		$5.95M Sell
85,872
-4,976
-5% -$335K 0.2% 106
2018
Q1 		$6.23M Buy
90,848
+9,856
+12% +$664K 0.22% 94
2017
Q4 		$5.96M Buy
80,992
+8,864
+12% +$662K 0.21% 93
2017
Q3 		$5.07M Buy
72,128
+256
+0.4% +$18.2K 0.19% 106
2017
Q2 		$4.99M Sell
71,872
-3,552
-5% -$247K 0.19% 106
2017
Q1 		$5.06M Sell
75,424
-5,984
-7% -$388K 0.2% 98
2016
Q4 		$5.13M Buy
+81,408
New +$5.02M 0.23% 88

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Neuburgh Advisers's AEP Position: Q3 2019 in Review

Neuburgh Advisers reduced its American Electric Power (AEP) stake by 3.8% in Q3 2019, selling an estimated $307K and leaving 85,360 shares worth $8M. The position accounts for 0.25% of the portfolio, ranked #87.

Neuburgh Advisers first reported a position in AEP in Q4 2016 and has held it in 12 quarters since. 1,130 funds tracked by Wall St. Rank hold AEP as of Q3 2019.

  • Neuburgh Advisers held 85,360 shares of American Electric Power worth $8M as of Q3 2019.
  • Neuburgh Advisers sold 3,376 American Electric Power shares in Q3 2019, an estimated $307K.
  • American Electric Power made up 0.25% of Neuburgh Advisers's portfolio in Q3 2019, its #87 holding.
  • Neuburgh Advisers first reported a position in American Electric Power in Q4 2016 and has held it in 12 quarters since.
  • 1,130 funds tracked by Wall St. Rank held American Electric Power as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.