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

Forester 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
2016
Q4 		– Sell
-36,692
Closed -$2.36M – 56
2016
Q3 		$2.36M Sell
36,692
-15,065
-29% -$1.01M 2.21% 22
2016
Q2 		$3.63M Buy
51,757
+150
+0.3% +$9.82K 3.37% 15
2016
Q1 		$2.9M Sell
51,607
-210
-0.4% -$13K 2.71% 18
2015
Q4 		$3.02M Buy
51,817
+1,370
+3% +$77.6K 2.73% 19
2015
Q3 		$2.87M Sell
50,447
-5,400
-10% -$300K 2.65% 20
2015
Q2 		$2.96M Buy
55,847
+3,010
+6% +$167K 2.4% 22
2015
Q1 		$2.97M Sell
52,837
-35,740
-40% -$2.12M 2.38% 22
2014
Q4 		$5.38M Buy
88,577
+390
+0.4% +$22.3K 4.05% 7
2014
Q3 		$4.6M Buy
88,187
+235
+0.3% +$12.4K 3.59% 11
2014
Q2 		$4.91M Hold
87,952
– – 3.84% 8
2014
Q1 		$4.46M Buy
87,952
+270
+0.3% +$13.1K 3.46% 15
2013
Q4 		$4.1M Buy
87,682
+310
+0.4% +$14.3K 3.26% 17
2013
Q3 		$3.79M Hold
87,372
– – 3.01% 19
2013
Q2 		$3.91M Buy
+87,372
New +$4.19M 3.14% 19

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Forester Capital Management's AEP Position: Q4 2016 in Review

Forester Capital Management sold out of American Electric Power (AEP) in Q4 2016, closing a stake of 36,692 shares — an estimated $2.36M sold.

Forester Capital Management first reported a position in AEP in Q2 2013 and held it in 14 quarters. The position peaked at $5.38M in Q4 2014. 871 funds tracked by Wall St. Rank hold AEP as of Q4 2016.

  • Forester Capital Management reported no remaining American Electric Power position as of Q4 2016 after selling out during the quarter.
  • Forester Capital Management sold 36,692 American Electric Power shares in Q4 2016, an estimated $2.36M.
  • Forester Capital Management first reported a position in American Electric Power in Q2 2013 and held it in 14 quarters.
  • Forester Capital Management's American Electric Power position peaked at $5.38M in Q4 2014.
  • 871 funds tracked by Wall St. Rank held American Electric Power as of Q4 2016.

Based on Forester Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.