New Jersey Better Educational Savings Trust’s American Electric Power AEP Stock Holding History

New Jersey Better Educational Savings Trust’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 Q4	–	Sell	-2,600	Closed	-$212K	–	94
2020 Q3	$212K	Hold	2,600	–	–	0.35%	87
2020 Q2	$207K	Hold	2,600	–	–	0.38%	80
2020 Q1	$208K	Hold	2,600	–	–	0.49%	69
2019 Q4	$246K	Buy	+2,600	New	+$240K	0.42%	79
2019 Q2	–	Sell	-3,000	Closed	-$251K	–	176
2019 Q1	$251K	Sell	3,000 -500	-14%	-$39.8K	0.33%	117
2018 Q4	$262K	Sell	3,500 -1,500	-30%	-$113K	0.34%	116
2018 Q3	$354K	Sell	5,000 -1,000	-17%	-$71.2K	0.36%	108
2018 Q2	$416K	Sell	6,000 -1,000	-14%	-$67.3K	0.45%	79
2018 Q1	$480K	Buy	+7,000	New	+$471K	0.53%	62

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

New Jersey Better Educational Savings Trust's AEP Position: Q4 2020 in Review

New Jersey Better Educational Savings Trust sold out of American Electric Power (AEP) in Q4 2020, closing a stake of 2,600 shares — an estimated $212K sold.

New Jersey Better Educational Savings Trust first reported a position in AEP in Q1 2018 and held it in 9 quarters. The position peaked at $480K in Q1 2018. 1,209 funds tracked by Wall St. Rank hold AEP as of Q4 2020.

New Jersey Better Educational Savings Trust reported no remaining American Electric Power position as of Q4 2020 after selling out during the quarter.
New Jersey Better Educational Savings Trust sold 2,600 American Electric Power shares in Q4 2020, an estimated $212K.
New Jersey Better Educational Savings Trust first reported a position in American Electric Power in Q1 2018 and held it in 9 quarters.
New Jersey Better Educational Savings Trust's American Electric Power position peaked at $480K in Q1 2018.
1,209 funds tracked by Wall St. Rank held American Electric Power as of Q4 2020.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q4 2020, filed 2 Feb 2021.