Pinnacle Advisory Group’s American Electric Power AEP Stock Holding History

Pinnacle Advisory 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
2021 Q1	$640K	Buy	+7,557	New	+$609K	0.03%	139
2019 Q3	–	Sell	-2,425	Closed	-$213K	–	154
2019 Q2	$213K	Hold	2,425	–	–	0.01%	157
2019 Q1	$203K	Buy	+2,425	New	+$193K	0.01%	158
2018 Q2	–	Sell	-7,692	Closed	-$528K	–	145
2018 Q1	$528K	Sell	7,692 -450	-6%	-$30.3K	0.03%	117
2017 Q4	$599K	Hold	8,142	–	–	0.03%	120
2017 Q3	$572K	Hold	8,142	–	–	0.04%	110
2017 Q2	$566K	Sell	8,142 -273	-3%	-$19K	0.04%	107
2017 Q1	$565K	Sell	8,415 -780	-8%	-$50.5K	0.04%	105
2016 Q4	$579K	Buy	9,195 +208	+2%	+$12.8K	0.04%	99
2016 Q3	$557K	Sell	8,987 -500	-5%	-$33.6K	0.05%	65
2016 Q2	$664K	Hold	9,487	–	–	0.05%	57
2016 Q1	$629K	Buy	+9,487	New	+$587K	0.06%	50
2015 Q4	–	Sell	-8,987	Closed	-$511K	–	113
2015 Q3	$511K	Buy	+8,987	New	+$499K	0.05%	52
2015 Q2	–	Sell	-7,697	Closed	-$432K	–	112
2015 Q1	$432K	Hold	7,697	–	–	0.04%	89
2014 Q4	$467K	Hold	7,697	–	–	0.04%	88
2014 Q3	$401K	Sell	7,697 -19	-0.2%	-$1K	0.05%	74
2014 Q2	$430K	Buy	+7,716	New	+$407K	0.05%	76
2014 Q1	–	Sell	-5,566	Closed	-$260K	–	107
2013 Q4	$260K	Sell	5,566 -25	-0.4%	-$1.15K	0.03%	73
2013 Q3	$242K	Hold	5,591	–	–	0.03%	83
2013 Q2	$250K	Buy	+5,591	New	+$268K	0.03%	67

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

Pinnacle Advisory Group's AEP Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in American Electric Power (AEP) in Q1 2021: 7,557 shares worth $640K. The stake represents 0.03% of the portfolio and ranks #139 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in AEP as recently as Q2 2019.

Pinnacle Advisory Group first reported a position in AEP in Q2 2013 and has held it in 20 quarters since. The position peaked at $664K in Q2 2016. 1,177 funds tracked by Wall St. Rank hold AEP as of Q1 2021.

Pinnacle Advisory Group held 7,557 shares of American Electric Power worth $640K as of Q1 2021.
American Electric Power was a new Pinnacle Advisory Group position in Q1 2021.
American Electric Power made up 0.03% of Pinnacle Advisory Group's portfolio in Q1 2021, its #139 holding.
Pinnacle Advisory Group first reported a position in American Electric Power in Q2 2013 and has held it in 20 quarters since.
Pinnacle Advisory Group's American Electric Power position peaked at $664K in Q2 2016.
1,177 funds tracked by Wall St. Rank held American Electric Power as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.