Banyan Partners’s American Electric Power AEP Stock Holding History

Banyan 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
2014 Q3	$437K	Sell	8,371 -473	-5%	-$25K	0.04%	325
2014 Q2	$493K	Buy	8,844 +203	+2%	+$10.7K	0.04%	309
2014 Q1	$438K	Sell	8,641 -1,300	-13%	-$63.2K	0.04%	313
2013 Q4	$465K	Buy	9,941 +608	+7%	+$28.1K	0.03%	317
2013 Q3	$404K	Buy	9,333 +2,584	+38%	+$115K	0.04%	236
2013 Q2	$302K	Buy	+6,749	New	+$324K	0.06%	151

Other funds holding AEP

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Banyan Partners's AEP Position: Q3 2014 in Review

Banyan Partners reduced its American Electric Power (AEP) stake by 5.3% in Q3 2014, selling an estimated $25K and leaving 8,371 shares worth $437K. The position accounts for 0.04% of the portfolio, ranked #325.

Banyan Partners first reported a position in AEP in Q2 2013 and has held it in 6 quarters since. The position peaked at $493K in Q2 2014. 730 funds tracked by Wall St. Rank hold AEP as of Q3 2014.

Banyan Partners held 8,371 shares of American Electric Power worth $437K as of Q3 2014.
Banyan Partners sold 473 American Electric Power shares in Q3 2014, an estimated $25K.
American Electric Power made up 0.04% of Banyan Partners's portfolio in Q3 2014, its #325 holding.
Banyan Partners first reported a position in American Electric Power in Q2 2013 and has held it in 6 quarters since.
Banyan Partners's American Electric Power position peaked at $493K in Q2 2014.
730 funds tracked by Wall St. Rank held American Electric Power as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.