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YHB Investment Advisors’s American Electric Power AEP Stock Holding History

YHB Investment Advisors’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
Q3 		– Sell
-3,345
Closed -$266K – 263
2020
Q2 		$266K Buy
+3,345
New +$273K 0.04% 158
2017
Q1 		– Sell
-3,200
Closed -$201K – 178
2016
Q4 		$201K Sell
3,200
-1,845
-37% -$114K 0.04% 172
2016
Q3 		$324K Hold
5,045
– – 0.08% 137
2016
Q2 		$354K Hold
5,045
– – 0.08% 133
2016
Q1 		$335K Sell
5,045
-98
-2% -$6.06K 0.09% 127
2015
Q4 		$300K Buy
5,143
+98
+2% +$5.55K 0.07% 138
2015
Q3 		$287K Buy
+5,045
New +$280K 0.07% 137

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

YHB Investment Advisors's AEP Position: Q3 2020 in Review

YHB Investment Advisors sold out of American Electric Power (AEP) in Q3 2020, closing a stake of 3,345 shares — an estimated $266K sold.

YHB Investment Advisors first reported a position in AEP in Q3 2015 and held it in 7 quarters. The position peaked at $354K in Q2 2016. 1,116 funds tracked by Wall St. Rank hold AEP as of Q3 2020.

  • YHB Investment Advisors reported no remaining American Electric Power position as of Q3 2020 after selling out during the quarter.
  • YHB Investment Advisors sold 3,345 American Electric Power shares in Q3 2020, an estimated $266K.
  • YHB Investment Advisors first reported a position in American Electric Power in Q3 2015 and held it in 7 quarters.
  • YHB Investment Advisors's American Electric Power position peaked at $354K in Q2 2016.
  • 1,116 funds tracked by Wall St. Rank held American Electric Power as of Q3 2020.

Based on YHB Investment Advisors's 13F filing for Q3 2020, filed 2 Nov 2020.