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SSI Investment Management’s American Electric Power AEP Stock Holding History

SSI 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
2014
Q1 		– Sell
-21,372
Closed -$998K – 397
2013
Q4 		$998K Sell
21,372
-5,004
-19% -$231K 0.09% 223
2013
Q3 		$1.14M Buy
26,376
+16,056
+156% +$714K 0.1% 193
2013
Q2 		$463K Buy
+10,320
New +$495K 0.05% 308

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SSI Investment Management's AEP Position: Q1 2014 in Review

SSI Investment Management sold out of American Electric Power (AEP) in Q1 2014, closing a stake of 21,372 shares — an estimated $998K sold.

SSI Investment Management first reported a position in AEP in Q2 2013 and held it in 3 quarters. The position peaked at $1.14M in Q3 2013. 708 funds tracked by Wall St. Rank hold AEP as of Q1 2014.

  • SSI Investment Management reported no remaining American Electric Power position as of Q1 2014 after selling out during the quarter.
  • SSI Investment Management sold 21,372 American Electric Power shares in Q1 2014, an estimated $998K.
  • SSI Investment Management first reported a position in American Electric Power in Q2 2013 and held it in 3 quarters.
  • SSI Investment Management's American Electric Power position peaked at $1.14M in Q3 2013.
  • 708 funds tracked by Wall St. Rank held American Electric Power as of Q1 2014.

Based on SSI Investment Management's 13F filing for Q1 2014, filed 9 May 2014.