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Edgar Lomax Company’s American Electric Power AEP Stock Holding History

Edgar Lomax Company’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
2015
Q1 		– Sell
-6,350
Closed -$386K – 59
2014
Q4 		$386K Sell
6,350
-123,713
-95% -$7.08M 0.02% 65
2014
Q3 		$6.79M Sell
130,063
-4,580
-3% -$242K 0.46% 46
2014
Q2 		$7.51M Buy
134,643
+100
+0.1% +$5.28K 0.53% 40
2014
Q1 		$6.82M Sell
134,543
-7,400
-5% -$360K 0.5% 45
2013
Q4 		$6.63M Sell
141,943
-227,200
-62% -$10.5M 0.5% 46
2013
Q3 		$16M Sell
369,143
-36,250
-9% -$1.61M 1.31% 33
2013
Q2 		$18.2M Buy
+405,393
New +$19.5M 1.41% 31

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgar Lomax Company's AEP Position: Q1 2015 in Review

Edgar Lomax Company sold out of American Electric Power (AEP) in Q1 2015, closing a stake of 6,350 shares — an estimated $386K sold.

Edgar Lomax Company first reported a position in AEP in Q2 2013 and held it in 7 quarters. The position peaked at $18.2M in Q2 2013. 773 funds tracked by Wall St. Rank hold AEP as of Q1 2015.

  • Edgar Lomax Company reported no remaining American Electric Power position as of Q1 2015 after selling out during the quarter.
  • Edgar Lomax Company sold 6,350 American Electric Power shares in Q1 2015, an estimated $386K.
  • Edgar Lomax Company first reported a position in American Electric Power in Q2 2013 and held it in 7 quarters.
  • Edgar Lomax Company's American Electric Power position peaked at $18.2M in Q2 2013.
  • 773 funds tracked by Wall St. Rank held American Electric Power as of Q1 2015.

Based on Edgar Lomax Company's 13F filing for Q1 2015, filed 14 May 2015.