Sunflower Bank Wealth Management’s American Electric Power AEP Stock Holding History

Sunflower Bank Wealth Management’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 Q3	$256K	Sell	3,130 -1,350	-30%	-$111K	0.09%	107
2020 Q2	$357K	Sell	4,480 -45	-1%	-$3.67K	0.12%	97
2020 Q1	$362K	Sell	4,525 -310	-6%	-$29.3K	0.14%	88
2019 Q4	$457K	Sell	4,835 -60	-1%	-$5.54K	0.14%	95
2019 Q3	$459K	Hold	4,895	–	–	0.15%	93
2019 Q2	$431K	Sell	4,895 -990	-17%	-$85.3K	0.14%	94
2019 Q1	$493K	Sell	5,885 -160	-3%	-$12.7K	0.15%	90
2018 Q4	$452K	Sell	6,045 -2,855	-32%	-$214K	0.14%	93
2018 Q3	$631K	Hold	8,900	–	–	0.18%	83
2018 Q2	$616K	Sell	8,900 -5,515	-38%	-$371K	0.18%	83
2018 Q1	$989K	Sell	14,415 -230	-2%	-$15.5K	0.27%	55
2017 Q4	$1.08M	Sell	14,645 -375	-2%	-$28K	0.29%	52
2017 Q3	$1.05M	Sell	15,020 -9,860	-40%	-$702K	0.38%	33
2017 Q2	$1.73M	Sell	24,880 -135	-0.5%	-$9.38K	0.59%	36
2017 Q1	$1.68M	Buy	25,015 +3,760	+18%	+$244K	0.57%	36
2016 Q4	$1.34M	Buy	21,255 +7,125	+50%	+$439K	0.48%	38
2016 Q3	$907K	Hold	14,130	–	–	0.33%	49
2016 Q2	$990K	Hold	14,130	–	–	0.35%	46
2016 Q1	$938K	Hold	14,130	–	–	0.33%	46
2015 Q4	$823K	Sell	14,130 -35	-0.2%	-$1.98K	0.29%	49
2015 Q3	$806K	Sell	14,165 -50	-0.4%	-$2.77K	0.29%	49
2015 Q2	$753K	Sell	14,215 -180	-1%	-$9.96K	0.26%	54
2015 Q1	$809K	Sell	14,395 -105	-0.7%	-$6.23K	0.27%	56
2014 Q4	$881K	Sell	14,500 -15	-0.1%	-$858	0.28%	54
2014 Q3	$757K	Hold	14,515	–	–	0.26%	54
2014 Q2	$810K	Sell	14,515 -20,132	-58%	-$1.06M	0.33%	53
2014 Q1	$1.75M	Buy	34,647 +2,200	+7%	+$107K	0.85%	25
2013 Q4	$1.52M	Buy	32,447 +285	+0.9%	+$13.2K	0.77%	25
2013 Q3	$1.39M	Buy	32,162 +2,772	+9%	+$123K	0.76%	27
2013 Q2	$1.32M	Buy	+29,390	New	+$1.41M	0.71%	29

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Sunflower Bank Wealth Management's AEP Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its American Electric Power (AEP) stake by 30% in Q3 2020, selling an estimated $111K and leaving 3,130 shares worth $256K. The position accounts for 0.09% of the portfolio, ranked #107.

Sunflower Bank Wealth Management first reported a position in AEP in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.75M in Q1 2014. 1,116 funds tracked by Wall St. Rank hold AEP as of Q3 2020.

Sunflower Bank Wealth Management held 3,130 shares of American Electric Power worth $256K as of Q3 2020.
Sunflower Bank Wealth Management sold 1,350 American Electric Power shares in Q3 2020, an estimated $111K.
American Electric Power made up 0.09% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #107 holding.
Sunflower Bank Wealth Management first reported a position in American Electric Power in Q2 2013 and has held it in 30 quarters since.
Sunflower Bank Wealth Management's American Electric Power position peaked at $1.75M in Q1 2014.
1,116 funds tracked by Wall St. Rank held American Electric Power as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.