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Oak Point Wealth Management’s American Electric Power AEP Stock Holding History

Oak Point Wealth Management’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
2018
Q1 		$4K Hold
53
– – ﹤0.01% 179
2017
Q4 		$4K Buy
+53
New +$3.96K ﹤0.01% 181

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Point Wealth Management's AEP Position: Q1 2018 in Review

Oak Point Wealth Management held its American Electric Power (AEP) position steady in Q1 2018 at 53 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Oak Point Wealth Management first reported a position in AEP in Q4 2017 and has held it in 2 quarters since. 997 funds tracked by Wall St. Rank hold AEP as of Q1 2018.

  • Oak Point Wealth Management held 53 shares of American Electric Power worth $4K as of Q1 2018.
  • Oak Point Wealth Management left its American Electric Power share count unchanged in Q1 2018.
  • American Electric Power made up ﹤0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #179 holding.
  • Oak Point Wealth Management first reported a position in American Electric Power in Q4 2017 and has held it in 2 quarters since.
  • 997 funds tracked by Wall St. Rank held American Electric Power as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.