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

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 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. 731 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.
731 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.