Ruggie Capital Group’s American Electric Power AEP Stock Holding History

Ruggie Capital 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
2018 Q3	–	Sell	-257	Closed	-$18K	–	232
2018 Q2	$18K	Hold	257	–	–	0.01%	231
2018 Q1	$18K	Hold	257	–	–	0.01%	201
2017 Q4	$19K	Hold	257	–	–	0.01%	191
2017 Q3	$18K	Sell	257 -87	-25%	-$6.2K	0.01%	170
2017 Q2	$24K	Hold	344	–	–	0.02%	171
2017 Q1	$23K	Buy	+344	New	+$22.3K	0.02%	141
2016 Q4	–	Sell	-87	Closed	-$6K	–	147
2016 Q3	$6K	Hold	87	–	–	0.01%	141
2016 Q2	$6K	Hold	87	–	–	0.01%	163
2016 Q1	$6K	Buy	+87	New	+$5.38K	0.01%	133
2015 Q4	–	Sell	-87	Closed	-$5K	–	10
2015 Q3	$5K	Hold	87	–	–	﹤0.01%	148
2015 Q2	$5K	Hold	87	–	–	﹤0.01%	209
2015 Q1	$5K	Buy	+87	New	+$5.16K	0.01%	173

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Ruggie Capital Group's AEP Position: Q3 2018 in Review

Ruggie Capital Group sold out of American Electric Power (AEP) in Q3 2018, closing a stake of 257 shares — an estimated $18K sold.

Ruggie Capital Group first reported a position in AEP in Q1 2015 and held it in 12 quarters. The position peaked at $24K in Q2 2017. 1,002 funds tracked by Wall St. Rank hold AEP as of Q3 2018.

Ruggie Capital Group reported no remaining American Electric Power position as of Q3 2018 after selling out during the quarter.
Ruggie Capital Group sold 257 American Electric Power shares in Q3 2018, an estimated $18K.
Ruggie Capital Group first reported a position in American Electric Power in Q1 2015 and held it in 12 quarters.
Ruggie Capital Group's American Electric Power position peaked at $24K in Q2 2017.
1,002 funds tracked by Wall St. Rank held American Electric Power as of Q3 2018.

Based on Ruggie Capital Group's 13F filing for Q3 2018, filed 7 Nov 2018.