Torch Wealth Management’s American Electric Power AEP Stock Holding History

Torch 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
2019 Q4	$311K	Buy	3,298 +21	+0.6%	+$1.94K	0.17%	91
2019 Q3	$307K	Sell	3,277 -78	-2%	-$7.08K	0.18%	87
2019 Q2	$295K	Buy	3,355 +22	+0.7%	+$1.9K	0.18%	91
2019 Q1	$279K	Buy	3,333 +23	+0.7%	+$1.83K	0.17%	91
2018 Q4	$247K	Buy	3,310 +24	+0.7%	+$1.8K	0.18%	85
2018 Q3	$233K	Buy	3,286 +23	+0.7%	+$1.64K	0.14%	97
2018 Q2	$226K	Buy	3,263 +28	+0.9%	+$1.89K	0.14%	97
2018 Q1	$222K	Sell	3,235 -74	-2%	-$4.98K	0.14%	96
2017 Q4	$243K	Buy	3,309 +22	+0.7%	+$1.64K	0.15%	98
2017 Q3	$231K	Buy	3,287 +21	+0.6%	+$1.5K	0.15%	91
2017 Q2	$227K	Buy	3,266 +22	+0.7%	+$1.53K	0.16%	90
2017 Q1	$218K	Buy	3,244 +24	+0.7%	+$1.55K	0.15%	93
2016 Q4	$203K	Buy	3,220 +26	+0.8%	+$1.6K	0.14%	93
2016 Q3	$205K	Buy	3,194 +23	+0.7%	+$1.55K	0.15%	93
2016 Q2	$222K	Buy	3,171 +21	+0.7%	+$1.37K	0.16%	94
2016 Q1	$209K	Buy	+3,150	New	+$195K	0.16%	88
2014 Q3	–	Sell	-2,982	Closed	-$166K	–	104
2014 Q2	$166K	Buy	2,982 +2,432	+442%	+$128K	0.11%	104
2014 Q1	$28K	Buy	550 +39	+8%	+$1.9K	0.02%	195
2013 Q4	$24K	Buy	+511	New	+$23.6K	0.02%	180

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Torch Wealth Management's AEP Position: Q4 2019 in Review

Torch Wealth Management increased its American Electric Power (AEP) stake by 0.64% in Q4 2019, buying an estimated $1.94K and bringing the position to 3,298 shares worth $311K. The position accounts for 0.17% of the portfolio, ranked #91.

Torch Wealth Management first reported a position in AEP in Q4 2013 and has held it in 19 quarters since. 1,200 funds tracked by Wall St. Rank hold AEP as of Q4 2019.

Torch Wealth Management held 3,298 shares of American Electric Power worth $311K as of Q4 2019.
Torch Wealth Management bought 21 American Electric Power shares in Q4 2019, an estimated $1.94K.
American Electric Power made up 0.17% of Torch Wealth Management's portfolio in Q4 2019, its #91 holding.
Torch Wealth Management first reported a position in American Electric Power in Q4 2013 and has held it in 19 quarters since.
1,200 funds tracked by Wall St. Rank held American Electric Power as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.