ES
AEPPZ

Equitec Specialists’s American Electric Power Company, Inc. Corporate Units AEPPZ Stock Holding History

Equitec Specialists’s Portfolio AEPPZ Stock Details AEPPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-7,491
Closed -$366K – 141
2021
Q1 		$366K Buy
+7,491
New +$362K 0.07% 96
2020
Q4 		– Sell
-23,244
Closed -$1.14M – 249
2020
Q3 		$1.14M Buy
+23,244
New +$1.13M 0.13% 63

Other funds holding AEPPZ

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Advent Capital Management New York $4.46B AUM 0.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Equitec Specialists's AEPPZ Position: Q2 2021 in Review

Equitec Specialists sold out of American Electric Power Company, Inc. Corporate Units (AEPPZ) in Q2 2021, closing a stake of 7,491 shares — an estimated $366K sold.

Equitec Specialists first reported a position in AEPPZ in Q3 2020 and held it in 2 quarters. The position peaked at $1.14M in Q3 2020. 33 funds tracked by Wall St. Rank hold AEPPZ as of Q2 2021.

  • Equitec Specialists reported no remaining American Electric Power Company, Inc. Corporate Units position as of Q2 2021 after selling out during the quarter.
  • Equitec Specialists sold 7,491 American Electric Power Company, Inc. Corporate Units shares in Q2 2021, an estimated $366K.
  • Equitec Specialists first reported a position in American Electric Power Company, Inc. Corporate Units in Q3 2020 and held it in 2 quarters.
  • Equitec Specialists's American Electric Power Company, Inc. Corporate Units position peaked at $1.14M in Q3 2020.
  • 33 funds tracked by Wall St. Rank held American Electric Power Company, Inc. Corporate Units as of Q2 2021.

Based on Equitec Specialists's 13F filing for Q2 2021, filed 20 Jul 2021.