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Windsor Capital Management’s American Electric Power AEP Stock Holding History

Windsor Capital Management’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
2015
Q4 		– Sell
-1,200
Closed -$68K – 113
2015
Q3 		$68K Buy
+1,200
New +$66.6K 0.04% 144
2014
Q1 		– Sell
-1,700
Closed -$79K – 91
2013
Q4 		$79K Hold
1,700
– – 0.05% 138
2013
Q3 		$74K Hold
1,700
– – 0.04% 141
2013
Q2 		$76K Buy
+1,700
New +$81.6K 0.05% 132

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Windsor Capital Management's AEP Position: Q4 2015 in Review

Windsor Capital Management sold out of American Electric Power (AEP) in Q4 2015, closing a stake of 1,200 shares — an estimated $68K sold.

Windsor Capital Management first reported a position in AEP in Q2 2013 and held it in 4 quarters. The position peaked at $79K in Q4 2013. 804 funds tracked by Wall St. Rank hold AEP as of Q4 2015.

  • Windsor Capital Management reported no remaining American Electric Power position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 1,200 American Electric Power shares in Q4 2015, an estimated $68K.
  • Windsor Capital Management first reported a position in American Electric Power in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's American Electric Power position peaked at $79K in Q4 2013.
  • 804 funds tracked by Wall St. Rank held American Electric Power as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.