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Pacific Sun Financial’s American Electric Power AEP Stock Holding History

Pacific Sun Financial’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 		– Sell
-3,731
Closed -$275K – 112
2017
Q4 		$275K Buy
+3,731
New +$279K 0.15% 112

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

Pacific Sun Financial's AEP Position: Q1 2018 in Review

Pacific Sun Financial sold out of American Electric Power (AEP) in Q1 2018, closing a stake of 3,731 shares — an estimated $275K sold.

Pacific Sun Financial first reported a position in AEP in Q4 2017 and held it in 1 quarter. The position peaked at $275K in Q4 2017. 997 funds tracked by Wall St. Rank hold AEP as of Q1 2018.

  • Pacific Sun Financial reported no remaining American Electric Power position as of Q1 2018 after selling out during the quarter.
  • Pacific Sun Financial sold 3,731 American Electric Power shares in Q1 2018, an estimated $275K.
  • Pacific Sun Financial first reported a position in American Electric Power in Q4 2017 and held it in 1 quarter.
  • Pacific Sun Financial's American Electric Power position peaked at $275K in Q4 2017.
  • 997 funds tracked by Wall St. Rank held American Electric Power as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.