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WealthTrust-Arizona’s American Electric Power AEP Stock Holding History

WealthTrust-Arizona’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
Q4 		$23K Buy
303
+3
+1% +$225 0.01% 243
2018
Q3 		$21K Buy
+300
New +$21.3K 0.01% 266

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthTrust-Arizona's AEP Position: Q4 2018 in Review

WealthTrust-Arizona increased its American Electric Power (AEP) stake by 1% in Q4 2018, buying an estimated $225 and bringing the position to 303 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #243.

WealthTrust-Arizona first reported a position in AEP in Q3 2018 and has held it in 2 quarters since. 1,083 funds tracked by Wall St. Rank hold AEP as of Q4 2018.

  • WealthTrust-Arizona held 303 shares of American Electric Power worth $23K as of Q4 2018.
  • WealthTrust-Arizona bought 3 American Electric Power shares in Q4 2018, an estimated $225.
  • American Electric Power made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #243 holding.
  • WealthTrust-Arizona first reported a position in American Electric Power in Q3 2018 and has held it in 2 quarters since.
  • 1,083 funds tracked by Wall St. Rank held American Electric Power as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.