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Winthrop Partners - WNY’s American Electric Power AEP Stock Holding History

Winthrop Partners - WNY’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 		$29.7K Hold
317
– – 0.02% 206
2019
Q2 		$27.9K Hold
317
– – 0.02% 170
2019
Q1 		$26.3K Sell
317
-317
-50% -$25.2K 0.02% 171
2018
Q4 		$47.4K Hold
634
– – 0.04% 148
2018
Q3 		$44.9K Sell
634
-533
-46% -$37.9K 0.04% 178
2018
Q2 		$80.8K Sell
1,167
-60
-5% -$4.04K 0.07% 153
2018
Q1 		$84.3K Buy
+1,227
New +$82.6K 0.06% 174

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Winthrop Partners - WNY's AEP Position: Q3 2019 in Review

Winthrop Partners - WNY held its American Electric Power (AEP) position steady in Q3 2019 at 317 shares worth $29.7K. The position accounts for 0.02% of the portfolio, ranked #206.

Winthrop Partners - WNY first reported a position in AEP in Q1 2018 and has held it in 7 quarters since. The position peaked at $84.3K in Q1 2018. 1,130 funds tracked by Wall St. Rank hold AEP as of Q3 2019.

  • Winthrop Partners - WNY held 317 shares of American Electric Power worth $29.7K as of Q3 2019.
  • Winthrop Partners - WNY left its American Electric Power share count unchanged in Q3 2019.
  • American Electric Power made up 0.02% of Winthrop Partners - WNY's portfolio in Q3 2019, its #206 holding.
  • Winthrop Partners - WNY first reported a position in American Electric Power in Q1 2018 and has held it in 7 quarters since.
  • Winthrop Partners - WNY's American Electric Power position peaked at $84.3K in Q1 2018.
  • 1,130 funds tracked by Wall St. Rank held American Electric Power as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.