Patten Group’s American Electric Power AEP Stock Holding History

Patten Group’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
2019 Q1	–	Sell	-1,000	Closed	-$75K	–	201
2018 Q4	$75K	Hold	1,000	–	–	0.04%	240
2018 Q3	$71K	Hold	1,000	–	–	0.03%	281
2018 Q2	$69K	Hold	1,000	–	–	0.03%	282
2018 Q1	$69K	Hold	1,000	–	–	0.03%	286
2017 Q4	$74K	Hold	1,000	–	–	0.03%	289
2017 Q3	$70K	Hold	1,000	–	–	0.03%	293
2017 Q2	$71K	Sell	1,000 -106	-10%	-$7.36K	0.03%	289
2017 Q1	$74K	Buy	1,106 +106	+11%	+$6.87K	0.03%	273
2016 Q4	$63K	Hold	1,000	–	–	0.03%	285
2016 Q3	$62.5K	Hold	1,000	–	–	0.03%	288
2016 Q2	$70.1K	Hold	1,000	–	–	0.03%	270
2016 Q1	$66.4K	Hold	1,000	–	–	0.03%	272
2015 Q4	$58.3K	Hold	1,000	–	–	0.03%	289
2015 Q3	$56.9K	Hold	1,000	–	–	0.03%	268
2015 Q2	$53K	Buy	+1,000	New	+$55.4K	0.03%	284

Other funds holding AEP

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wellington Management Group

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return