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Yorktown Management & Research Company’s American Electric Power AEP Stock Holding History

Yorktown Management & Research Company’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
-33,800
Closed -$1.92M – 389
2015
Q3 		$1.92M Buy
+33,800
New +$1.88M 0.32% 123
2013
Q3 		– Sell
-24,500
Closed -$1.1M – 368
2013
Q2 		$1.1M Buy
+24,500
New +$1.18M 0.23% 80

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

Yorktown Management & Research Company's AEP Position: Q4 2015 in Review

Yorktown Management & Research Company sold out of American Electric Power (AEP) in Q4 2015, closing a stake of 33,800 shares — an estimated $1.92M sold.

Yorktown Management & Research Company first reported a position in AEP in Q2 2013 and held it in 2 quarters. The position peaked at $1.92M in Q3 2015. 805 funds tracked by Wall St. Rank hold AEP as of Q4 2015.

  • Yorktown Management & Research Company reported no remaining American Electric Power position as of Q4 2015 after selling out during the quarter.
  • Yorktown Management & Research Company sold 33,800 American Electric Power shares in Q4 2015, an estimated $1.92M.
  • Yorktown Management & Research Company first reported a position in American Electric Power in Q2 2013 and held it in 2 quarters.
  • Yorktown Management & Research Company's American Electric Power position peaked at $1.92M in Q3 2015.
  • 805 funds tracked by Wall St. Rank held American Electric Power as of Q4 2015.

Based on Yorktown Management & Research Company's 13F filing for Q4 2015, filed 27 Jan 2016.