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Winchester Group’s American Electric Power AEP Stock Holding History

Winchester Group’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
Q3 		$471K Buy
10,873
+300
+3% +$13.3K 0.1% 144
2013
Q2 		$473K Buy
+10,573
New +$508K 0.1% 153

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 $3.37T AUM 44.26% 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 $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Winchester Group's AEP Position: Q3 2013 in Review

Winchester Group increased its American Electric Power (AEP) stake by 2.8% in Q3 2013, buying an estimated $13.3K and bringing the position to 10,873 shares worth $471K. The position accounts for 0.1% of the portfolio, ranked #144.

Winchester Group first reported a position in AEP in Q2 2013 and has held it in 2 quarters since. The position peaked at $473K in Q2 2013. 647 funds tracked by Wall St. Rank hold AEP as of Q3 2013.

  • Winchester Group held 10,873 shares of American Electric Power worth $471K as of Q3 2013.
  • Winchester Group bought 300 American Electric Power shares in Q3 2013, an estimated $13.3K.
  • American Electric Power made up 0.1% of Winchester Group's portfolio in Q3 2013, its #144 holding.
  • Winchester Group first reported a position in American Electric Power in Q2 2013 and has held it in 2 quarters since.
  • Winchester Group's American Electric Power position peaked at $473K in Q2 2013.
  • 647 funds tracked by Wall St. Rank held American Electric Power as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.