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Sun Life Financial’s American Electric Power AEP Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-299
Closed -$25K – 93
2021
Q1 		$25K Buy
299
+4
+1% +$322 ﹤0.01% 227
2020
Q4 		$25K Sell
295
-2
-0.7% -$174 ﹤0.01% 222
2020
Q3 		$24K Buy
+297
New +$24.5K ﹤0.01% 219
2017
Q2 		– Sell
-18
Closed -$266 – 546
2017
Q1 		$266 Buy
+18
New +$1.17K ﹤0.01% 233

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sun Life Financial's AEP Position: Q2 2021 in Review

Sun Life Financial sold out of American Electric Power (AEP) in Q2 2021, closing a stake of 299 shares — an estimated $25K sold.

Sun Life Financial first reported a position in AEP in Q1 2017 and held it in 4 quarters. The position peaked at $25K in Q1 2021. 1,194 funds tracked by Wall St. Rank hold AEP as of Q2 2021.

  • Sun Life Financial reported no remaining American Electric Power position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 299 American Electric Power shares in Q2 2021, an estimated $25K.
  • Sun Life Financial first reported a position in American Electric Power in Q1 2017 and held it in 4 quarters.
  • Sun Life Financial's American Electric Power position peaked at $25K in Q1 2021.
  • 1,194 funds tracked by Wall St. Rank held American Electric Power as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.