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

Carderock 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
2014
Q2 		– Sell
-1,285
Closed -$65K – 99
2014
Q1 		$65K Buy
+1,285
New +$62.4K 0.03% 129

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

Carderock Capital Management's AEP Position: Q2 2014 in Review

Carderock Capital Management sold out of American Electric Power (AEP) in Q2 2014, closing a stake of 1,285 shares — an estimated $65K sold.

Carderock Capital Management first reported a position in AEP in Q1 2014 and held it in 1 quarter. The position peaked at $65K in Q1 2014. 716 funds tracked by Wall St. Rank hold AEP as of Q2 2014.

  • Carderock Capital Management reported no remaining American Electric Power position as of Q2 2014 after selling out during the quarter.
  • Carderock Capital Management sold 1,285 American Electric Power shares in Q2 2014, an estimated $65K.
  • Carderock Capital Management first reported a position in American Electric Power in Q1 2014 and held it in 1 quarter.
  • Carderock Capital Management's American Electric Power position peaked at $65K in Q1 2014.
  • 716 funds tracked by Wall St. Rank held American Electric Power as of Q2 2014.

Based on Carderock Capital Management's 13F filing for Q2 2014, filed 6 Aug 2014.