Tiverton Asset Management’s American Electric Power AEP Stock Holding History

Tiverton Asset 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
2019 Q3	$449K	Buy	4,792 +2,217	+86%	+$201K	0.02%	414
2019 Q2	$227K	Hold	2,575	–	–	0.01%	550
2019 Q1	$216K	Buy	2,575 +394	+18%	+$31.3K	0.01%	516
2018 Q4	$163K	Hold	2,181	–	–	0.01%	328
2018 Q3	$155K	Sell	2,181 -3,893	-64%	-$277K	0.01%	340
2018 Q2	$421K	Buy	6,074 +3,893	+178%	+$262K	0.02%	259
2018 Q1	$149K	Sell	2,181 -1,287	-37%	-$86.7K	0.01%	361
2017 Q4	$255K	Buy	3,468 +65	+2%	+$4.86K	0.02%	326
2017 Q3	$239K	Buy	+3,403	New	+$242K	0.01%	180
2017 Q1	–	Sell	-52,042	Closed	-$3.28M	–	179
2016 Q4	$3.28M	Buy	+52,042	New	+$3.21M	0.19%	130

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tiverton Asset Management's AEP Position: Q3 2019 in Review

Tiverton Asset Management increased its American Electric Power (AEP) stake by 86% in Q3 2019, buying an estimated $201K and bringing the position to 4,792 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #414.

Tiverton Asset Management first reported a position in AEP in Q4 2016 and has held it in 10 quarters since. The position peaked at $3.28M in Q4 2016. 1,130 funds tracked by Wall St. Rank hold AEP as of Q3 2019.

Tiverton Asset Management held 4,792 shares of American Electric Power worth $449K as of Q3 2019.
Tiverton Asset Management bought 2,217 American Electric Power shares in Q3 2019, an estimated $201K.
American Electric Power made up 0.02% of Tiverton Asset Management's portfolio in Q3 2019, its #414 holding.
Tiverton Asset Management first reported a position in American Electric Power in Q4 2016 and has held it in 10 quarters since.
Tiverton Asset Management's American Electric Power position peaked at $3.28M in Q4 2016.
1,130 funds tracked by Wall St. Rank held American Electric Power as of Q3 2019.

Based on Tiverton Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.