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Sharkey, Howes & Javer’s American Electric Power AEP Stock Holding History

Sharkey, Howes & Javer’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
2019
Q3 		– Sell
-69
Closed -$6K – 62
2019
Q2 		$6K Hold
69
– – ﹤0.01% 165
2019
Q1 		$6K Hold
69
– – ﹤0.01% 166
2018
Q4 		$5K Buy
+69
New +$5.18K ﹤0.01% 166
2015
Q4 		– Sell
-677
Closed -$36K – 249
2015
Q3 		$36K Buy
+677
New +$37.6K 0.03% 113

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sharkey, Howes & Javer's AEP Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of American Electric Power (AEP) in Q3 2019, closing a stake of 69 shares — an estimated $6K sold.

Sharkey, Howes & Javer first reported a position in AEP in Q3 2015 and held it in 4 quarters. The position peaked at $36K in Q3 2015. 1,130 funds tracked by Wall St. Rank hold AEP as of Q3 2019.

  • Sharkey, Howes & Javer reported no remaining American Electric Power position as of Q3 2019 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 69 American Electric Power shares in Q3 2019, an estimated $6K.
  • Sharkey, Howes & Javer first reported a position in American Electric Power in Q3 2015 and held it in 4 quarters.
  • Sharkey, Howes & Javer's American Electric Power position peaked at $36K in Q3 2015.
  • 1,130 funds tracked by Wall St. Rank held American Electric Power as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.