Winch Advisory Services’s American Electric Power AEP Stock Holding History

Winch Advisory Services’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 Q3	–	Sell	-5	Closed	-$1K	–	347
2019 Q2	$1K	Sell	5 -40	-89%	-$3.45K	﹤0.01%	397
2019 Q1	$4K	Buy	+45	New	+$3.58K	﹤0.01%	256
2016 Q4	–	Sell	-33,767	Closed	-$2.17M	–	265
2016 Q3	$2.17M	Buy	33,767 +32,485	+2,534%	+$2.18M	1.77%	19
2016 Q2	$90K	Buy	1,282 +849	+196%	+$55.6K	0.11%	61
2016 Q1	$29K	Buy	433 +281	+185%	+$17.4K	0.05%	60
2015 Q4	$9K	Buy	+152	New	+$8.61K	0.01%	134

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Winch Advisory Services's AEP Position: Q3 2019 in Review

Winch Advisory Services sold out of American Electric Power (AEP) in Q3 2019, closing a stake of 5 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in AEP in Q4 2015 and held it in 6 quarters. The position peaked at $2.17M in Q3 2016. 1,130 funds tracked by Wall St. Rank hold AEP as of Q3 2019.

Winch Advisory Services reported no remaining American Electric Power position as of Q3 2019 after selling out during the quarter.
Winch Advisory Services sold 5 American Electric Power shares in Q3 2019, an estimated $1K.
Winch Advisory Services first reported a position in American Electric Power in Q4 2015 and held it in 6 quarters.
Winch Advisory Services's American Electric Power position peaked at $2.17M in Q3 2016.
1,130 funds tracked by Wall St. Rank held American Electric Power as of Q3 2019.

Based on Winch Advisory Services's 13F filing for Q3 2019, filed 13 Nov 2019.