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Westchester Capital Management (Nebraska)’s American Electric Power AEP Stock Holding History

Westchester Capital Management (Nebraska)’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
Q3 		– Sell
-628
Closed -$35K – 42
2014
Q2 		$35K Hold
628
– – 0.02% 44
2014
Q1 		$32K Hold
628
– – 0.02% 45
2013
Q4 		$29K Hold
628
– – 0.02% 47
2013
Q3 		$27K Hold
628
– – 0.02% 45
2013
Q2 		$28K Buy
+628
New +$30.1K 0.02% 44

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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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Westchester Capital Management (Nebraska)'s AEP Position: Q3 2014 in Review

Westchester Capital Management (Nebraska) sold out of American Electric Power (AEP) in Q3 2014, closing a stake of 628 shares — an estimated $35K sold.

Westchester Capital Management (Nebraska) first reported a position in AEP in Q2 2013 and held it in 5 quarters. The position peaked at $35K in Q2 2014. 730 funds tracked by Wall St. Rank hold AEP as of Q3 2014.

  • Westchester Capital Management (Nebraska) reported no remaining American Electric Power position as of Q3 2014 after selling out during the quarter.
  • Westchester Capital Management (Nebraska) sold 628 American Electric Power shares in Q3 2014, an estimated $35K.
  • Westchester Capital Management (Nebraska) first reported a position in American Electric Power in Q2 2013 and held it in 5 quarters.
  • Westchester Capital Management (Nebraska)'s American Electric Power position peaked at $35K in Q2 2014.
  • 730 funds tracked by Wall St. Rank held American Electric Power as of Q3 2014.

Based on Westchester Capital Management (Nebraska)'s 13F filing for Q3 2014, filed 10 Nov 2014.