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Placemark Investments’s American Electric Power AEP Stock Holding History

Placemark 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
Q4 		$2.98M Buy
49,025
+5,711
+13% +$327K 0.05% 441
2014
Q3 		$2.26M Buy
43,314
+9,450
+28% +$500K 0.04% 520
2014
Q2 		$1.89M Buy
33,864
+4,485
+15% +$237K 0.03% 588
2014
Q1 		$1.49M Sell
29,379
-8,338
-22% -$405K 0.03% 639
2013
Q4 		$1.76M Buy
37,717
+1,054
+3% +$48.6K 0.03% 615
2013
Q3 		$1.59M Sell
36,663
-2,690
-7% -$120K 0.03% 607
2013
Q2 		$1.76M Buy
+39,353
New +$1.89M 0.04% 541

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Placemark Investments's AEP Position: Q4 2014 in Review

Placemark Investments increased its American Electric Power (AEP) stake by 13% in Q4 2014, buying an estimated $327K and bringing the position to 49,025 shares worth $2.98M. The position accounts for 0.05% of the portfolio, ranked #441.

Placemark Investments first reported a position in AEP in Q2 2013 and has held it in 7 quarters since. 776 funds tracked by Wall St. Rank hold AEP as of Q4 2014.

  • Placemark Investments held 49,025 shares of American Electric Power worth $2.98M as of Q4 2014.
  • Placemark Investments bought 5,711 American Electric Power shares in Q4 2014, an estimated $327K.
  • American Electric Power made up 0.05% of Placemark Investments's portfolio in Q4 2014, its #441 holding.
  • Placemark Investments first reported a position in American Electric Power in Q2 2013 and has held it in 7 quarters since.
  • 776 funds tracked by Wall St. Rank held American Electric Power as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.