OWP
AEP icon

Obermeyer Wealth Partners’s American Electric Power AEP Stock Holding History

Obermeyer Wealth Partners’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
Q3 		– Sell
-200
Closed -$9K – 64
2013
Q2 		$9K Buy
+200
New +$9.6K ﹤0.01% 275

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Obermeyer Wealth Partners's AEP Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of American Electric Power (AEP) in Q3 2013, closing a stake of 200 shares — an estimated $9K sold.

Obermeyer Wealth Partners first reported a position in AEP in Q2 2013 and held it in 1 quarter. The position peaked at $9K in Q2 2013. 647 funds tracked by Wall St. Rank hold AEP as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining American Electric Power position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 200 American Electric Power shares in Q3 2013, an estimated $9K.
  • Obermeyer Wealth Partners first reported a position in American Electric Power in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's American Electric Power position peaked at $9K in Q2 2013.
  • 647 funds tracked by Wall St. Rank held American Electric Power as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.