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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 $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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