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RPg Family Wealth Advisory’s American Electric Power AEP Stock Holding History

RPg Family Wealth Advisory’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
-158
Closed -$11.6K – 239
2017
Q4 		$11.6K Sell
158
-32
-17% -$2.39K 0.01% 250
2017
Q3 		$13.3K Hold
190
– – 0.01% 250
2017
Q2 		$13.2K Sell
190
-336
-64% -$23.3K 0.01% 275
2017
Q1 		$35.3K Sell
526
-334
-39% -$21.6K 0.03% 166
2016
Q4 		$54.1K Buy
860
+182
+27% +$11.2K 0.05% 116
2016
Q3 		$43.5K Sell
678
-71
-9% -$4.78K 0.03% 129
2016
Q2 		$52.5K Buy
749
+313
+72% +$20.5K 0.02% 122
2016
Q1 		$28.9K Buy
+436
New +$27K 0.02% 157

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
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 $501B 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 $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return