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Nexus Asset Management’s American Electric Power AEP Stock Holding History

Nexus Asset 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
Q3 		– Sell
-234,700
Closed -$13.1M – 50
2014
Q2 		$13.1M Buy
234,700
+153,200
+188% +$8.08M 2.11% 20
2014
Q1 		$4.13M Sell
81,500
-219,000
-73% -$10.6M 0.84% 32
2013
Q4 		$14M Buy
+300,500
New +$13.9M 2.56% 21

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Nexus Asset Management's AEP Position: Q3 2014 in Review

Nexus Asset Management sold out of American Electric Power (AEP) in Q3 2014, closing a stake of 234,700 shares — an estimated $13.1M sold.

Nexus Asset Management first reported a position in AEP in Q4 2013 and held it in 3 quarters. The position peaked at $14M in Q4 2013. 730 funds tracked by Wall St. Rank hold AEP as of Q3 2014.

  • Nexus Asset Management reported no remaining American Electric Power position as of Q3 2014 after selling out during the quarter.
  • Nexus Asset Management sold 234,700 American Electric Power shares in Q3 2014, an estimated $13.1M.
  • Nexus Asset Management first reported a position in American Electric Power in Q4 2013 and held it in 3 quarters.
  • Nexus Asset Management's American Electric Power position peaked at $14M in Q4 2013.
  • 730 funds tracked by Wall St. Rank held American Electric Power as of Q3 2014.

Based on Nexus Asset Management's 13F filing for Q3 2014, filed 14 Nov 2014.