Sullivan, Bruyette, Speros & Blaney’s American Electric Power AEP Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021 Q1	$104K	Hold	1,222	–	–	﹤0.01%	411
2020 Q4	$102K	Buy	+1,222	New	+$106K	﹤0.01%	392
2020 Q3	–	Sell	-1,874	Closed	-$149K	–	356
2020 Q2	$149K	Hold	1,874	–	–	0.01%	268
2020 Q1	$150K	Buy	1,874 +325	+21%	+$30.7K	0.01%	244
2019 Q4	$146K	Hold	1,549	–	–	0.01%	293
2019 Q3	$145K	Buy	+1,549	New	+$141K	0.01%	287

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's AEP Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney held its American Electric Power (AEP) position steady in Q1 2021 at 1,222 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Sullivan, Bruyette, Speros & Blaney first reported a position in AEP in Q3 2019 and has held it in 6 quarters since. The position peaked at $150K in Q1 2020. 1,177 funds tracked by Wall St. Rank hold AEP as of Q1 2021.

Sullivan, Bruyette, Speros & Blaney held 1,222 shares of American Electric Power worth $104K as of Q1 2021.
Sullivan, Bruyette, Speros & Blaney left its American Electric Power share count unchanged in Q1 2021.
American Electric Power made up ﹤0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #411 holding.
Sullivan, Bruyette, Speros & Blaney first reported a position in American Electric Power in Q3 2019 and has held it in 6 quarters since.
Sullivan, Bruyette, Speros & Blaney's American Electric Power position peaked at $150K in Q1 2020.
1,177 funds tracked by Wall St. Rank held American Electric Power as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.