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O'Brien Wealth Partners’s American Electric Power AEP Stock Holding History

O'Brien 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
2018
Q4 		– Sell
-122
Closed -$9K – 47
2018
Q3 		$9K Buy
122
+78
+177% +$5.55K 0.01% 130
2018
Q2 		$3K Hold
44
– – ﹤0.01% 79
2018
Q1 		$3K Buy
+44
New +$2.96K ﹤0.01% 153

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

O'Brien Wealth Partners's AEP Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of American Electric Power (AEP) in Q4 2018, closing a stake of 122 shares — an estimated $9K sold.

O'Brien Wealth Partners first reported a position in AEP in Q1 2018 and held it in 3 quarters. The position peaked at $9K in Q3 2018. 1,083 funds tracked by Wall St. Rank hold AEP as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining American Electric Power position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 122 American Electric Power shares in Q4 2018, an estimated $9K.
  • O'Brien Wealth Partners first reported a position in American Electric Power in Q1 2018 and held it in 3 quarters.
  • O'Brien Wealth Partners's American Electric Power position peaked at $9K in Q3 2018.
  • 1,083 funds tracked by Wall St. Rank held American Electric Power as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.