New Potomac Partners’s American Electric Power AEP Stock Holding History

New Potomac Partners’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 Q1	–	Sell	-3,335	Closed	-$315K	–	134
2019 Q4	$315K	Sell	3,335 -400	-11%	-$37K	0.29%	56
2019 Q3	$350K	Sell	3,735 -1,255	-25%	-$114K	0.35%	53
2019 Q2	$439K	Hold	4,990	–	–	0.45%	52
2019 Q1	$418K	Hold	4,990	–	–	0.42%	53
2018 Q4	$373K	Sell	4,990 -1,500	-23%	-$113K	0.4%	54
2018 Q3	$460K	Sell	6,490 -605	-9%	-$43K	0.43%	52
2018 Q2	$491K	Sell	7,095 -870	-11%	-$58.6K	0.47%	52
2018 Q1	$546K	Sell	7,965 -205	-3%	-$13.8K	0.54%	51
2017 Q4	$601K	Buy	+8,170	New	+$610K	0.57%	53

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

New Potomac Partners's AEP Position: Q1 2020 in Review

New Potomac Partners sold out of American Electric Power (AEP) in Q1 2020, closing a stake of 3,335 shares — an estimated $315K sold.

New Potomac Partners first reported a position in AEP in Q4 2017 and held it in 9 quarters. The position peaked at $601K in Q4 2017. 1,141 funds tracked by Wall St. Rank hold AEP as of Q1 2020.

New Potomac Partners reported no remaining American Electric Power position as of Q1 2020 after selling out during the quarter.
New Potomac Partners sold 3,335 American Electric Power shares in Q1 2020, an estimated $315K.
New Potomac Partners first reported a position in American Electric Power in Q4 2017 and held it in 9 quarters.
New Potomac Partners's American Electric Power position peaked at $601K in Q4 2017.
1,141 funds tracked by Wall St. Rank held American Electric Power as of Q1 2020.

Based on New Potomac Partners's 13F filing for Q1 2020, filed 24 Apr 2020.