Zebra Capital Management’s American Electric Power AEP Stock Holding History

Zebra Capital Management’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
2017 Q4	–	Sell	-17,548	Closed	-$1.23M	–	320
2017 Q3	$1.23M	Sell	17,548 -10,875	-38%	-$775K	0.4%	125
2017 Q2	$1.98M	Sell	28,423 -1,202	-4%	-$83.5K	0.61%	37
2017 Q1	$1.99M	Buy	29,625 +3,898	+15%	+$252K	0.62%	38
2016 Q4	$1.62M	Buy	25,727 +1,770	+7%	+$109K	0.49%	73
2016 Q3	$1.54M	Buy	23,957 +5,899	+33%	+$397K	0.48%	68
2016 Q2	$1.27M	Buy	+18,058	New	+$1.18M	0.44%	89

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Zebra Capital Management's AEP Position: Q4 2017 in Review

Zebra Capital Management sold out of American Electric Power (AEP) in Q4 2017, closing a stake of 17,548 shares — an estimated $1.23M sold.

Zebra Capital Management first reported a position in AEP in Q2 2016 and held it in 6 quarters. The position peaked at $1.99M in Q1 2017. 994 funds tracked by Wall St. Rank hold AEP as of Q4 2017.

Zebra Capital Management reported no remaining American Electric Power position as of Q4 2017 after selling out during the quarter.
Zebra Capital Management sold 17,548 American Electric Power shares in Q4 2017, an estimated $1.23M.
Zebra Capital Management first reported a position in American Electric Power in Q2 2016 and held it in 6 quarters.
Zebra Capital Management's American Electric Power position peaked at $1.99M in Q1 2017.
994 funds tracked by Wall St. Rank held American Electric Power as of Q4 2017.

Based on Zebra Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.