HM
AEPPL

Howard Marks’s American Electric Power Company, Inc. Corporate Unit AEPPL Stock Holding History

Howard Marks’s Portfolio AEPPL Stock Details AEPPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-24,550
Closed -$1.35M – 203
2019
Q3 		$1.35M Buy
24,550
+15,000
+157% +$833K 0.03% 183
2019
Q2 		$511K Sell
9,550
-60,450
-86% -$3.17M 0.01% 200
2019
Q1 		$3.6M Buy
+70,000
New +$3.6M 0.07% 173

Other funds holding AEPPL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
ACM
Advent Capital Management New York $4.46B AUM 0.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Howard Marks's AEPPL Position: Q4 2019 in Review

Howard Marks sold out of American Electric Power Company, Inc. Corporate Unit (AEPPL) in Q4 2019, closing a stake of 24,550 shares — an estimated $1.35M sold.

Howard Marks first reported a position in AEPPL in Q1 2019 and held it in 3 quarters. The position peaked at $3.6M in Q1 2019. 57 funds tracked by Wall St. Rank hold AEPPL as of Q4 2019.

  • Howard Marks reported no remaining American Electric Power Company, Inc. Corporate Unit position as of Q4 2019 after selling out during the quarter.
  • Howard Marks sold 24,550 American Electric Power Company, Inc. Corporate Unit shares in Q4 2019, an estimated $1.35M.
  • Howard Marks first reported a position in American Electric Power Company, Inc. Corporate Unit in Q1 2019 and held it in 3 quarters.
  • Howard Marks's American Electric Power Company, Inc. Corporate Unit position peaked at $3.6M in Q1 2019.
  • 57 funds tracked by Wall St. Rank held American Electric Power Company, Inc. Corporate Unit as of Q4 2019.

Based on Oaktree Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.