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Pinnacle Summer Investments’s American Electric Power AEP Stock Holding History

Pinnacle Summer Investments’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
Q2 		– Sell
-69,717
Closed -$3.75M – 1003
2014
Q1 		$3.75M Buy
69,717
+9,694
+16% +$471K 0.47% 31
2013
Q4 		$2.81M Buy
+60,023
New +$2.77M 0.38% 40

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Pinnacle Summer Investments's AEP Position: Q2 2014 in Review

Pinnacle Summer Investments sold out of American Electric Power (AEP) in Q2 2014, closing a stake of 69,717 shares — an estimated $3.75M sold.

Pinnacle Summer Investments first reported a position in AEP in Q4 2013 and held it in 2 quarters. The position peaked at $3.75M in Q1 2014. 716 funds tracked by Wall St. Rank hold AEP as of Q2 2014.

  • Pinnacle Summer Investments reported no remaining American Electric Power position as of Q2 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 69,717 American Electric Power shares in Q2 2014, an estimated $3.75M.
  • Pinnacle Summer Investments first reported a position in American Electric Power in Q4 2013 and held it in 2 quarters.
  • Pinnacle Summer Investments's American Electric Power position peaked at $3.75M in Q1 2014.
  • 716 funds tracked by Wall St. Rank held American Electric Power as of Q2 2014.

Based on Pinnacle Summer Investments's 13F filing for Q2 2014, filed 8 Aug 2014.