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Squar Milner Financial Services’s American Electric Power AEP Stock Holding History

Squar Milner Financial Services’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
Q1 		– Sell
-3
Closed – – 754
2019
Q4 		$0 Buy
+3
New +$277 ﹤0.01% 820
2019
Q3 		– Sell
-28
Closed -$2K – 229
2019
Q2 		$2K Sell
28
-105
-79% -$9.05K ﹤0.01% 713
2019
Q1 		$11K Hold
133
– – 0.01% 497
2018
Q4 		$10K Buy
133
+105
+375% +$7.88K 0.01% 464
2018
Q3 		$2K Sell
28
-70
-71% -$4.98K ﹤0.01% 712
2018
Q2 		$7K Buy
+98
New +$6.6K 0.01% 639

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's AEP Position: Q1 2020 in Review

Squar Milner Financial Services sold out of American Electric Power (AEP) in Q1 2020, closing a stake of 3 shares.

Squar Milner Financial Services first reported a position in AEP in Q2 2018 and held it in 6 quarters. The position peaked at $11K in Q1 2019. 1,142 funds tracked by Wall St. Rank hold AEP as of Q1 2020.

  • Squar Milner Financial Services reported no remaining American Electric Power position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 3 American Electric Power shares in Q1 2020.
  • Squar Milner Financial Services first reported a position in American Electric Power in Q2 2018 and held it in 6 quarters.
  • Squar Milner Financial Services's American Electric Power position peaked at $11K in Q1 2019.
  • 1,142 funds tracked by Wall St. Rank held American Electric Power as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.