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Sound View Wealth Advisors’s American Electric Power AEP Stock Holding History

Sound View Wealth Advisors’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
Q1 		$2.29M Sell
27,298
-535
-2% -$42.5K 0.72% 41
2018
Q4 		$2.08M Buy
+27,833
New +$2.09M 0.75% 38

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound View Wealth Advisors's AEP Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its American Electric Power (AEP) stake by 1.9% in Q1 2019, selling an estimated $42.5K and leaving 27,298 shares worth $2.29M. The position accounts for 0.72% of the portfolio, ranked #41.

Sound View Wealth Advisors first reported a position in AEP in Q4 2018 and has held it in 2 quarters since. 1,126 funds tracked by Wall St. Rank hold AEP as of Q1 2019.

  • Sound View Wealth Advisors held 27,298 shares of American Electric Power worth $2.29M as of Q1 2019.
  • Sound View Wealth Advisors sold 535 American Electric Power shares in Q1 2019, an estimated $42.5K.
  • American Electric Power made up 0.72% of Sound View Wealth Advisors's portfolio in Q1 2019, its #41 holding.
  • Sound View Wealth Advisors first reported a position in American Electric Power in Q4 2018 and has held it in 2 quarters since.
  • 1,126 funds tracked by Wall St. Rank held American Electric Power as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.