Steel Grove Capital Advisors’s American Electric Power AEP Stock Holding History

Steel Grove Capital 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	–	Sell	-8,777	Closed	-$656K	–	123
2018 Q4	$656K	Sell	8,777 -392	-4%	-$29.4K	0.09%	173
2018 Q3	$650K	Sell	9,169 -1	-0%	-$71	0.09%	173
2018 Q2	$635K	Hold	9,170	–	–	0.1%	164
2018 Q1	$629K	Hold	9,170	–	–	0.1%	189
2017 Q4	$675K	Sell	9,170 -3,000	-25%	-$224K	0.1%	169
2017 Q3	$855K	Buy	12,170 +3,000	+33%	+$214K	0.15%	121
2017 Q2	$637K	Sell	9,170 -3,000	-25%	-$208K	0.11%	148
2017 Q1	$817K	Sell	12,170 -10,507	-46%	-$681K	0.14%	123
2016 Q4	$1.43M	Sell	22,677 -48,586	-68%	-$3M	0.29%	78
2016 Q3	$4.58M	Buy	71,263 +58,263	+448%	+$3.92M	1.03%	28
2016 Q2	$911K	Hold	13,000	–	–	0.22%	77
2016 Q1	$863K	Hold	13,000	–	–	0.22%	78
2015 Q4	$758K	Buy	13,000 +2,000	+18%	+$113K	0.19%	95
2015 Q3	$625K	Buy	11,000 +3,000	+38%	+$166K	0.16%	91
2015 Q2	$424K	Buy	+8,000	New	+$443K	0.09%	105

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steel Grove Capital Advisors's AEP Position: Q1 2019 in Review

Steel Grove Capital Advisors sold out of American Electric Power (AEP) in Q1 2019, closing a stake of 8,777 shares — an estimated $656K sold.

Steel Grove Capital Advisors first reported a position in AEP in Q2 2015 and held it in 15 quarters. The position peaked at $4.58M in Q3 2016. 1,126 funds tracked by Wall St. Rank hold AEP as of Q1 2019.

Steel Grove Capital Advisors reported no remaining American Electric Power position as of Q1 2019 after selling out during the quarter.
Steel Grove Capital Advisors sold 8,777 American Electric Power shares in Q1 2019, an estimated $656K.
Steel Grove Capital Advisors first reported a position in American Electric Power in Q2 2015 and held it in 15 quarters.
Steel Grove Capital Advisors's American Electric Power position peaked at $4.58M in Q3 2016.
1,126 funds tracked by Wall St. Rank held American Electric Power as of Q1 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.