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

Endex 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
2013
Q4 		$217K Hold
4,653
– – 0.2% 125
2013
Q3 		$202K Hold
4,653
– – 0.21% 127
2013
Q2 		$208K Buy
+4,653
New +$223K 0.22% 116

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Endex Capital Management's AEP Position: Q4 2013 in Review

Endex Capital Management held its American Electric Power (AEP) position steady in Q4 2013 at 4,653 shares worth $217K. The position accounts for 0.2% of the portfolio, ranked #125.

Endex Capital Management first reported a position in AEP in Q2 2013 and has held it in 3 quarters since. 678 funds tracked by Wall St. Rank hold AEP as of Q4 2013.

  • Endex Capital Management held 4,653 shares of American Electric Power worth $217K as of Q4 2013.
  • Endex Capital Management left its American Electric Power share count unchanged in Q4 2013.
  • American Electric Power made up 0.2% of Endex Capital Management's portfolio in Q4 2013, its #125 holding.
  • Endex Capital Management first reported a position in American Electric Power in Q2 2013 and has held it in 3 quarters since.
  • 678 funds tracked by Wall St. Rank held American Electric Power as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.