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Whitnell & Co’s American Electric Power AEP Stock Holding History

Whitnell & Co’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
Q2 		– Sell
-270
Closed -$19K – 371
2018
Q1 		$19K Buy
+270
New +$18.2K 0.01% 214
2014
Q1 		– Sell
-125
Closed -$6K – 266
2013
Q4 		$6K Sell
125
-250
-67% -$11.5K ﹤0.01% 242
2013
Q3 		$16K Hold
375
– – 0.01% 218
2013
Q2 		$17K Buy
+375
New +$18K 0.01% 239

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Whitnell & Co's AEP Position: Q2 2018 in Review

Whitnell & Co sold out of American Electric Power (AEP) in Q2 2018, closing a stake of 270 shares — an estimated $19K sold.

Whitnell & Co first reported a position in AEP in Q2 2013 and held it in 4 quarters. The position peaked at $19K in Q1 2018. 976 funds tracked by Wall St. Rank hold AEP as of Q2 2018.

  • Whitnell & Co reported no remaining American Electric Power position as of Q2 2018 after selling out during the quarter.
  • Whitnell & Co sold 270 American Electric Power shares in Q2 2018, an estimated $19K.
  • Whitnell & Co first reported a position in American Electric Power in Q2 2013 and held it in 4 quarters.
  • Whitnell & Co's American Electric Power position peaked at $19K in Q1 2018.
  • 976 funds tracked by Wall St. Rank held American Electric Power as of Q2 2018.

Based on Whitnell & Co's 13F filing for Q2 2018, filed 26 Jul 2018.