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Tobias Financial Advisors’s American Electric Power AEP Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-105
Closed -$9K – 64
2019
Q4 		$9K Buy
+105
New +$9.7K 0.01% 189

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tobias Financial Advisors's AEP Position: Q1 2020 in Review

Tobias Financial Advisors sold out of American Electric Power (AEP) in Q1 2020, closing a stake of 105 shares — an estimated $9K sold.

Tobias Financial Advisors first reported a position in AEP in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 1,142 funds tracked by Wall St. Rank hold AEP as of Q1 2020.

  • Tobias Financial Advisors reported no remaining American Electric Power position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 105 American Electric Power shares in Q1 2020, an estimated $9K.
  • Tobias Financial Advisors first reported a position in American Electric Power in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's American Electric Power position peaked at $9K in Q4 2019.
  • 1,142 funds tracked by Wall St. Rank held American Electric Power as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.