Wealthquest’s American Electric Power AEP Stock Holding History

Wealthquest’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 Q1	–	Sell	-2,693	Closed	-$201K	–	131
2018 Q4	$201K	Buy	+2,693	New	+$202K	0.08%	129

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Wealthquest's AEP Position: Q1 2019 in Review

Wealthquest sold out of American Electric Power (AEP) in Q1 2019, closing a stake of 2,693 shares — an estimated $201K sold.

Wealthquest first reported a position in AEP in Q4 2018 and held it in 1 quarter. The position peaked at $201K in Q4 2018. 1,126 funds tracked by Wall St. Rank hold AEP as of Q1 2019.

Wealthquest reported no remaining American Electric Power position as of Q1 2019 after selling out during the quarter.
Wealthquest sold 2,693 American Electric Power shares in Q1 2019, an estimated $201K.
Wealthquest first reported a position in American Electric Power in Q4 2018 and held it in 1 quarter.
Wealthquest's American Electric Power position peaked at $201K in Q4 2018.
1,126 funds tracked by Wall St. Rank held American Electric Power as of Q1 2019.

Based on Wealthquest's 13F filing for Q1 2019, filed 18 Apr 2019.