W
AEP icon

Wealthfront’s American Electric Power AEP Stock Holding History

Wealthfront’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
2018
Q3 		$1.92M Buy
27,055
+2,244
+9% +$160K 0.02% 129
2018
Q2 		$1.72M Sell
24,811
-15,496
-38% -$1.04M 0.02% 144
2018
Q1 		$2.77M Buy
40,307
+7,747
+24% +$522K 0.03% 101
2017
Q4 		$2.4M Buy
32,560
+20,274
+165% +$1.51M 0.03% 99
2017
Q3 		$863K Buy
12,286
+577
+5% +$41.1K 0.01% 224
2017
Q2 		$813K Buy
11,709
+2,073
+22% +$144K 0.01% 182
2017
Q1 		$647K Buy
9,636
+1,685
+21% +$109K 0.01% 180
2016
Q4 		$501K Buy
7,951
+482
+6% +$29.7K 0.01% 200
2016
Q3 		$480K Sell
7,469
-20
-0.3% -$1.34K 0.01% 186
2016
Q2 		$525K Buy
7,489
+546
+8% +$35.7K 0.01% 164
2016
Q1 		$461K Buy
6,943
+2,084
+43% +$129K 0.01% 163
2015
Q4 		$283K Sell
4,859
-571
-11% -$32.4K 0.01% 224
2015
Q3 		$309K Buy
5,430
+1,411
+35% +$78.3K 0.01% 194
2015
Q2 		$213K Sell
4,019
-327
-8% -$18.1K 0.01% 253
2015
Q1 		$244K Buy
4,346
+899
+26% +$53.3K 0.01% 205
2014
Q4 		$209K Buy
3,447
+575
+20% +$32.9K 0.01% 202
2014
Q3 		$150K Buy
2,872
+1,148
+67% +$60.7K 0.01% 204
2014
Q2 		$93K Buy
1,724
+651
+61% +$34.3K 0.01% 238
2014
Q1 		$54K Buy
+1,073
New +$52.1K 0.01% 244

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthfront's AEP Position: Q3 2018 in Review

Wealthfront increased its American Electric Power (AEP) stake by 9% in Q3 2018, buying an estimated $160K and bringing the position to 27,055 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #129.

Wealthfront first reported a position in AEP in Q1 2014 and has held it in 19 quarters since. The position peaked at $2.77M in Q1 2018. 1,003 funds tracked by Wall St. Rank hold AEP as of Q3 2018.

  • Wealthfront held 27,055 shares of American Electric Power worth $1.92M as of Q3 2018.
  • Wealthfront bought 2,244 American Electric Power shares in Q3 2018, an estimated $160K.
  • American Electric Power made up 0.02% of Wealthfront's portfolio in Q3 2018, its #129 holding.
  • Wealthfront first reported a position in American Electric Power in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's American Electric Power position peaked at $2.77M in Q1 2018.
  • 1,003 funds tracked by Wall St. Rank held American Electric Power as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.