Whitener Capital Management’s American Electric Power AEP Stock Holding History

Whitener Capital 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	–	Sell	-810	Closed	-$75K	–	146
2019 Q3	$75K	Hold	810	–	–	0.04%	191
2019 Q2	$71K	Hold	810	–	–	0.04%	193
2019 Q1	$67K	Hold	810	–	–	0.04%	187
2018 Q4	$60K	Hold	810	–	–	0.04%	180
2018 Q3	$57K	Buy	+810	New	+$57.6K	0.04%	191
2018 Q2	–	Sell	-1,310	Closed	-$89K	–	130
2018 Q1	$89K	Buy	1,310 +500	+62%	+$33.7K	0.07%	152
2017 Q4	$59K	Buy	+810	New	+$60.5K	0.05%	176

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 $3.38T AUM 44.17% 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

Whitener Capital Management's AEP Position: Q4 2019 in Review

Whitener Capital Management sold out of American Electric Power (AEP) in Q4 2019, closing a stake of 810 shares — an estimated $75K sold.

Whitener Capital Management first reported a position in AEP in Q4 2017 and held it in 7 quarters. The position peaked at $89K in Q1 2018. 1,200 funds tracked by Wall St. Rank hold AEP as of Q4 2019.

Whitener Capital Management reported no remaining American Electric Power position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 810 American Electric Power shares in Q4 2019, an estimated $75K.
Whitener Capital Management first reported a position in American Electric Power in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's American Electric Power position peaked at $89K in Q1 2018.
1,200 funds tracked by Wall St. Rank held American Electric Power as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.