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Rockefeller Financial Services’s American Electric Power AEP Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$544K Sell
7,400
-150
-2% -$11.2K 0.01% 277
2017
Q3 		$530K Buy
+7,550
New +$538K 0.01% 260
2014
Q4 		– Sell
-110
Closed -$6K – 475
2014
Q3 		$6K Hold
110
– – ﹤0.01% 458
2014
Q2 		$6K Hold
110
– – ﹤0.01% 525
2014
Q1 		$6K Hold
110
– – ﹤0.01% 484
2013
Q4 		$5K Hold
110
– – ﹤0.01% 470
2013
Q3 		$5K Hold
110
– – ﹤0.01% 477
2013
Q2 		$5K Buy
+110
New +$5.28K ﹤0.01% 476

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return