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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return