Winslow Evans & Crocker’s American Electric Power AEP Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$417K	Buy	5,003 +4,525	+947%	+$393K	0.08%	219
2020 Q3	$39K	Hold	478	–	–	0.01%	500
2020 Q2	$38K	Hold	478	–	–	0.01%	503
2020 Q1	$40K	Hold	478	–	–	0.01%	457
2019 Q4	$46K	Hold	478	–	–	0.01%	512
2019 Q3	$46K	Hold	478	–	–	0.01%	507
2019 Q2	$44K	Sell	478 -70	-13%	-$6.03K	0.01%	534
2019 Q1	$46K	Buy	548 +70	+15%	+$5.57K	0.01%	503
2018 Q4	$36K	Hold	478	–	–	0.01%	513
2018 Q3	$34K	Hold	478	–	–	0.01%	550
2018 Q2	$34K	Hold	478	–	–	0.01%	563
2018 Q1	$32.8K	Buy	+478	New	+$32.2K	0.01%	565
2016 Q1	–	Sell	-100	Closed	-$5.83K	–	1289
2015 Q4	$5.83K	Hold	100	–	–	﹤0.01%	1033
2015 Q3	$5.69K	Hold	100	–	–	﹤0.01%	1004
2015 Q2	$5.3K	Hold	100	–	–	﹤0.01%	1072
2015 Q1	$5.63K	Hold	100	–	–	﹤0.01%	1004
2014 Q4	$6.07K	Hold	100	–	–	﹤0.01%	995
2014 Q3	$5.22K	Hold	100	–	–	﹤0.01%	1081
2014 Q2	$5.58K	Hold	100	–	–	﹤0.01%	1003
2014 Q1	$5.07K	Buy	+100	New	+$4.86K	﹤0.01%	1017

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winslow Evans & Crocker's AEP Position: Q4 2020 in Review

Winslow Evans & Crocker increased its American Electric Power (AEP) stake by 947% in Q4 2020, buying an estimated $393K and bringing the position to 5,003 shares worth $417K. The position accounts for 0.08% of the portfolio, ranked #219.

Winslow Evans & Crocker first reported a position in AEP in Q1 2014 and has held it in 20 quarters since. 1,208 funds tracked by Wall St. Rank hold AEP as of Q4 2020.

Winslow Evans & Crocker held 5,003 shares of American Electric Power worth $417K as of Q4 2020.
Winslow Evans & Crocker bought 4,525 American Electric Power shares in Q4 2020, an estimated $393K.
American Electric Power made up 0.08% of Winslow Evans & Crocker's portfolio in Q4 2020, its #219 holding.
Winslow Evans & Crocker first reported a position in American Electric Power in Q1 2014 and has held it in 20 quarters since.
1,208 funds tracked by Wall St. Rank held American Electric Power as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.