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Pacific Global Investment Management’s American Electric Power AEP Stock Holding History

Pacific Global Investment 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 		– Sell
-6,063
Closed -$263K – 224
2013
Q3 		$263K Buy
6,063
+5
+0.1% +$222 0.05% 199
2013
Q2 		$271K Buy
+6,058
New +$291K 0.05% 185

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Pacific Global Investment Management's AEP Position: Q4 2013 in Review

Pacific Global Investment Management sold out of American Electric Power (AEP) in Q4 2013, closing a stake of 6,063 shares — an estimated $263K sold.

Pacific Global Investment Management first reported a position in AEP in Q2 2013 and held it in 2 quarters. The position peaked at $271K in Q2 2013. 678 funds tracked by Wall St. Rank hold AEP as of Q4 2013.

  • Pacific Global Investment Management reported no remaining American Electric Power position as of Q4 2013 after selling out during the quarter.
  • Pacific Global Investment Management sold 6,063 American Electric Power shares in Q4 2013, an estimated $263K.
  • Pacific Global Investment Management first reported a position in American Electric Power in Q2 2013 and held it in 2 quarters.
  • Pacific Global Investment Management's American Electric Power position peaked at $271K in Q2 2013.
  • 678 funds tracked by Wall St. Rank held American Electric Power as of Q4 2013.

Based on Pacific Global Investment Management's 13F filing for Q4 2013, filed 14 Feb 2014.