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Partnervest Advisory Services’s American Electric Power AEP Stock Holding History

Partnervest Advisory Services’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
-230
Closed -$10K – 987
2013
Q3 		$10K Hold
230
– – 0.01% 648
2013
Q2 		$10K Buy
+230
New +$11K ﹤0.01% 596

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

Partnervest Advisory Services's AEP Position: Q4 2013 in Review

Partnervest Advisory Services sold out of American Electric Power (AEP) in Q4 2013, closing a stake of 230 shares — an estimated $10K sold.

Partnervest Advisory Services first reported a position in AEP in Q2 2013 and held it in 2 quarters. The position peaked at $10K in Q3 2013. 677 funds tracked by Wall St. Rank hold AEP as of Q4 2013.

  • Partnervest Advisory Services reported no remaining American Electric Power position as of Q4 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 230 American Electric Power shares in Q4 2013, an estimated $10K.
  • Partnervest Advisory Services first reported a position in American Electric Power in Q2 2013 and held it in 2 quarters.
  • Partnervest Advisory Services's American Electric Power position peaked at $10K in Q3 2013.
  • 677 funds tracked by Wall St. Rank held American Electric Power as of Q4 2013.

Based on Partnervest Advisory Services's 13F filing for Q4 2013, filed 11 Feb 2014.