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Beck Mack & Oliver’s American Electric Power AEP Stock Holding History

Beck Mack & Oliver’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
Q2 		– Sell
-5,326
Closed -$270K – 378
2014
Q1 		$270K Hold
5,326
– – 0.01% 289
2013
Q4 		$249K Hold
5,326
– – 0.01% 316
2013
Q3 		$231K Buy
5,326
+124
+2% +$5.51K 0.01% 318
2013
Q2 		$233K Buy
+5,202
New +$250K 0.01% 312

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Beck Mack & Oliver's AEP Position: Q2 2014 in Review

Beck Mack & Oliver sold out of American Electric Power (AEP) in Q2 2014, closing a stake of 5,326 shares — an estimated $270K sold.

Beck Mack & Oliver first reported a position in AEP in Q2 2013 and held it in 4 quarters. The position peaked at $270K in Q1 2014. 716 funds tracked by Wall St. Rank hold AEP as of Q2 2014.

  • Beck Mack & Oliver reported no remaining American Electric Power position as of Q2 2014 after selling out during the quarter.
  • Beck Mack & Oliver sold 5,326 American Electric Power shares in Q2 2014, an estimated $270K.
  • Beck Mack & Oliver first reported a position in American Electric Power in Q2 2013 and held it in 4 quarters.
  • Beck Mack & Oliver's American Electric Power position peaked at $270K in Q1 2014.
  • 716 funds tracked by Wall St. Rank held American Electric Power as of Q2 2014.

Based on Beck Mack & Oliver's 13F filing for Q2 2014, filed 31 Jul 2014.