Northstar Wealth Partners’s American Electric Power AEP Stock Holding History

Northstar Wealth 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 Q3	–	Sell	-3,459	Closed	-$275K	–	144
2020 Q2	$275K	Buy	3,459 +2	+0.1%	+$163	0.11%	147
2020 Q1	$276K	Sell	3,457 -224	-6%	-$21.2K	0.14%	131
2019 Q4	$347K	Buy	3,681 +336	+10%	+$31K	0.14%	137
2019 Q3	$313K	Buy	3,345 +707	+27%	+$64.2K	0.14%	142
2019 Q2	$232K	Buy	2,638 +1	+0%	+$86	0.1%	162
2019 Q1	$221K	Buy	+2,637	New	+$210K	0.1%	166
2018 Q2	–	Sell	-4,640	Closed	-$318K	–	183
2018 Q1	$318K	Buy	+4,640	New	+$312K	0.16%	146

Other funds holding AEP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northstar Wealth Partners's AEP Position: Q3 2020 in Review

Northstar Wealth Partners sold out of American Electric Power (AEP) in Q3 2020, closing a stake of 3,459 shares — an estimated $275K sold.

Northstar Wealth Partners first reported a position in AEP in Q1 2018 and held it in 7 quarters. The position peaked at $347K in Q4 2019. 1,117 funds tracked by Wall St. Rank hold AEP as of Q3 2020.

Northstar Wealth Partners reported no remaining American Electric Power position as of Q3 2020 after selling out during the quarter.
Northstar Wealth Partners sold 3,459 American Electric Power shares in Q3 2020, an estimated $275K.
Northstar Wealth Partners first reported a position in American Electric Power in Q1 2018 and held it in 7 quarters.
Northstar Wealth Partners's American Electric Power position peaked at $347K in Q4 2019.
1,117 funds tracked by Wall St. Rank held American Electric Power as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.