Spectrum Management Group’s American Electric Power AEP Stock Holding History

Spectrum Management 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
2020 Q4	–	Sell	-90	Closed	-$7K	–	220
2020 Q3	$7K	Buy	90 +16	+22%	+$1.32K	﹤0.01%	209
2020 Q2	$6K	Hold	74	–	–	﹤0.01%	218
2020 Q1	$6K	Buy	+74	New	+$7K	﹤0.01%	199
2019 Q2	–	Sell	-140	Closed	-$12K	–	230
2019 Q1	$12K	Hold	140	–	–	﹤0.01%	209
2018 Q4	$10K	Hold	140	–	–	﹤0.01%	177
2018 Q3	$10K	Sell	140 -210	-60%	-$14.9K	﹤0.01%	180
2018 Q2	$24K	Buy	350 +60	+21%	+$4.04K	0.01%	158
2018 Q1	$20K	Hold	290	–	–	0.01%	157
2017 Q4	$21K	Hold	290	–	–	0.01%	167
2017 Q3	$20K	Buy	+290	New	+$20.7K	0.01%	235
2016 Q2	–	Sell	-580	Closed	-$39K	–	92
2016 Q1	$39K	Buy	580 +380	+190%	+$23.5K	0.02%	147
2015 Q4	$12K	Sell	200 -200	-50%	-$11.3K	﹤0.01%	179
2015 Q3	$23K	Buy	+400	New	+$22.2K	0.01%	112

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Spectrum Management Group's AEP Position: Q4 2020 in Review

Spectrum Management Group sold out of American Electric Power (AEP) in Q4 2020, closing a stake of 90 shares — an estimated $7K sold.

Spectrum Management Group first reported a position in AEP in Q3 2015 and held it in 13 quarters. The position peaked at $39K in Q1 2016. 1,209 funds tracked by Wall St. Rank hold AEP as of Q4 2020.

Spectrum Management Group reported no remaining American Electric Power position as of Q4 2020 after selling out during the quarter.
Spectrum Management Group sold 90 American Electric Power shares in Q4 2020, an estimated $7K.
Spectrum Management Group first reported a position in American Electric Power in Q3 2015 and held it in 13 quarters.
Spectrum Management Group's American Electric Power position peaked at $39K in Q1 2016.
1,209 funds tracked by Wall St. Rank held American Electric Power as of Q4 2020.

Based on Spectrum Management Group's 13F filing for Q4 2020, filed 9 Feb 2021.