YorkBridge Wealth Partners’s American Electric Power AEP Stock Holding History

YorkBridge Wealth Partners’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	–	Sell	-365	Closed	-$32K	–	181
2019 Q2	$32K	Hold	365	–	–	0.01%	414
2019 Q1	$31K	Hold	365	–	–	0.01%	407
2018 Q4	$27K	Hold	365	–	–	0.01%	396
2018 Q3	$26K	Sell	365 -90	-20%	-$6.4K	0.01%	455
2018 Q2	$32K	Hold	455	–	–	0.01%	418
2018 Q1	$30K	Hold	455	–	–	0.01%	428
2017 Q4	$30K	Buy	455 +200	+78%	+$14.9K	0.01%	428
2017 Q3	$18K	Sell	255 -200	-44%	-$14.2K	0.01%	546
2017 Q2	$31K	Hold	455	–	–	0.02%	434
2017 Q1	$31K	Hold	455	–	–	0.02%	429
2016 Q4	$27K	Buy	+455	New	+$28.1K	0.02%	425

Other funds holding AEP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

YorkBridge Wealth Partners's AEP Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of American Electric Power (AEP) in Q3 2019, closing a stake of 365 shares — an estimated $32K sold.

YorkBridge Wealth Partners first reported a position in AEP in Q4 2016 and held it in 11 quarters. The position peaked at $32K in Q2 2019. 1,130 funds tracked by Wall St. Rank hold AEP as of Q3 2019.

YorkBridge Wealth Partners reported no remaining American Electric Power position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 365 American Electric Power shares in Q3 2019, an estimated $32K.
YorkBridge Wealth Partners first reported a position in American Electric Power in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's American Electric Power position peaked at $32K in Q2 2019.
1,130 funds tracked by Wall St. Rank held American Electric Power as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.