PagnatoKarp Partners’s American Electric Power AEP Stock Holding History

PagnatoKarp 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 Q2	–	Sell	-4,530	Closed	-$362K	–	6
2020 Q1	$362K	Buy	4,530 +129	+3%	+$12.2K	0.09%	114
2019 Q4	$416K	Buy	4,401 +15	+0.3%	+$1.39K	0.07%	126
2019 Q3	$411K	Hold	4,386	–	–	0.08%	125
2019 Q2	$386K	Sell	4,386 -319	-7%	-$27.5K	0.08%	125
2019 Q1	$394K	Sell	4,705 -59	-1%	-$4.69K	0.09%	115
2018 Q4	$356K	Sell	4,764 -235	-5%	-$17.6K	0.08%	103
2018 Q3	$354K	Buy	4,999 +22	+0.4%	+$1.56K	0.1%	114
2018 Q2	$345K	Buy	+4,977	New	+$335K	0.11%	105
2017 Q4	–	Sell	-8,234	Closed	-$579K	–	132
2017 Q3	$579K	Buy	8,234 +20	+0.2%	+$1.43K	0.15%	79
2017 Q2	$570K	Buy	8,214 +497	+6%	+$34.5K	0.17%	75
2017 Q1	$518K	Buy	7,717 +4,061	+111%	+$263K	0.15%	73
2016 Q4	$230K	Buy	+3,656	New	+$225K	0.07%	108

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

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

PagnatoKarp Partners's AEP Position: Q2 2020 in Review

PagnatoKarp Partners sold out of American Electric Power (AEP) in Q2 2020, closing a stake of 4,530 shares — an estimated $362K sold.

PagnatoKarp Partners first reported a position in AEP in Q4 2016 and held it in 12 quarters. The position peaked at $579K in Q3 2017. 1,129 funds tracked by Wall St. Rank hold AEP as of Q2 2020.

PagnatoKarp Partners reported no remaining American Electric Power position as of Q2 2020 after selling out during the quarter.
PagnatoKarp Partners sold 4,530 American Electric Power shares in Q2 2020, an estimated $362K.
PagnatoKarp Partners first reported a position in American Electric Power in Q4 2016 and held it in 12 quarters.
PagnatoKarp Partners's American Electric Power position peaked at $579K in Q3 2017.
1,129 funds tracked by Wall St. Rank held American Electric Power as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.