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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

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State Street
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Capital Research Global Investors
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Bank of America
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return