WA
AEP icon

Whitebox Advisors’s American Electric Power AEP Stock Holding History

Whitebox Advisors’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
2013
Q4 		– Sell
-5,400
Closed -$234K – 379
2013
Q3 		$234K Buy
5,400
+300
+6% +$13.3K 0.01% 327
2013
Q2 		$228K Buy
+5,100
New +$245K 0.01% 347

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Whitebox Advisors's AEP Position: Q4 2013 in Review

Whitebox Advisors sold out of American Electric Power (AEP) in Q4 2013, closing a stake of 5,400 shares — an estimated $234K sold.

Whitebox Advisors first reported a position in AEP in Q2 2013 and held it in 2 quarters. The position peaked at $234K in Q3 2013. 677 funds tracked by Wall St. Rank hold AEP as of Q4 2013.

  • Whitebox Advisors reported no remaining American Electric Power position as of Q4 2013 after selling out during the quarter.
  • Whitebox Advisors sold 5,400 American Electric Power shares in Q4 2013, an estimated $234K.
  • Whitebox Advisors first reported a position in American Electric Power in Q2 2013 and held it in 2 quarters.
  • Whitebox Advisors's American Electric Power position peaked at $234K in Q3 2013.
  • 677 funds tracked by Wall St. Rank held American Electric Power as of Q4 2013.

Based on Whitebox Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.