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Winfield Associates’s American Electric Power AEP Stock Holding History

Winfield Associates’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
Q1 		– Sell
-270
Closed -$20K – 134
2017
Q4 		$20K Hold
270
– – 0.01% 303
2017
Q3 		$19K Hold
270
– – 0.01% 301
2017
Q2 		$19K Hold
270
– – 0.01% 298
2017
Q1 		$18K Hold
270
– – 0.01% 279
2016
Q4 		$17K Buy
270
+90
+50% +$5.55K 0.01% 280
2016
Q3 		$12K Sell
180
-50
-22% -$3.36K 0.01% 317
2016
Q2 		$16K Buy
230
+50
+28% +$3.27K 0.01% 271
2016
Q1 		$12K Buy
+180
New +$11.1K 0.01% 291

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Winfield Associates's AEP Position: Q1 2018 in Review

Winfield Associates sold out of American Electric Power (AEP) in Q1 2018, closing a stake of 270 shares — an estimated $20K sold.

Winfield Associates first reported a position in AEP in Q1 2016 and held it in 8 quarters. The position peaked at $20K in Q4 2017. 998 funds tracked by Wall St. Rank hold AEP as of Q1 2018.

  • Winfield Associates reported no remaining American Electric Power position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 270 American Electric Power shares in Q1 2018, an estimated $20K.
  • Winfield Associates first reported a position in American Electric Power in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's American Electric Power position peaked at $20K in Q4 2017.
  • 998 funds tracked by Wall St. Rank held American Electric Power as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.