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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RPg Family Wealth Advisory's AEP Position: Q1 2018 in Review

RPg Family Wealth Advisory sold out of American Electric Power (AEP) in Q1 2018, closing a stake of 158 shares — an estimated $11.6K sold.

RPg Family Wealth Advisory first reported a position in AEP in Q1 2016 and held it in 8 quarters. The position peaked at $54.1K in Q4 2016. 998 funds tracked by Wall St. Rank hold AEP as of Q1 2018.

RPg Family Wealth Advisory reported no remaining American Electric Power position as of Q1 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 158 American Electric Power shares in Q1 2018, an estimated $11.6K.
RPg Family Wealth Advisory first reported a position in American Electric Power in Q1 2016 and held it in 8 quarters.
RPg Family Wealth Advisory's American Electric Power position peaked at $54.1K in Q4 2016.
998 funds tracked by Wall St. Rank held American Electric Power as of Q1 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2018, filed 15 May 2018.