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VSR Financial Services’s American Electric Power AEP Stock Holding History

VSR Financial 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
2014
Q1 		– Sell
-6,708
Closed -$314K – 574
2013
Q4 		$314K Sell
6,708
-27
-0.4% -$1.25K 0.05% 408
2013
Q3 		$292K Buy
6,735
+662
+11% +$29.4K 0.05% 396
2013
Q2 		$272K Buy
+6,073
New +$292K 0.05% 388

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

VSR Financial Services's AEP Position: Q1 2014 in Review

VSR Financial Services sold out of American Electric Power (AEP) in Q1 2014, closing a stake of 6,708 shares — an estimated $314K sold.

VSR Financial Services first reported a position in AEP in Q2 2013 and held it in 3 quarters. The position peaked at $314K in Q4 2013. 708 funds tracked by Wall St. Rank hold AEP as of Q1 2014.

  • VSR Financial Services reported no remaining American Electric Power position as of Q1 2014 after selling out during the quarter.
  • VSR Financial Services sold 6,708 American Electric Power shares in Q1 2014, an estimated $314K.
  • VSR Financial Services first reported a position in American Electric Power in Q2 2013 and held it in 3 quarters.
  • VSR Financial Services's American Electric Power position peaked at $314K in Q4 2013.
  • 708 funds tracked by Wall St. Rank held American Electric Power as of Q1 2014.

Based on VSR Financial Services's 13F filing for Q1 2014, filed 5 May 2014.