NCM
AEPPZ

Narwhal Capital Management’s American Electric Power Company, Inc. Corporate Units AEPPZ Stock Holding History

Narwhal Capital Management’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
Q3 		– Sell
-3,999
Closed -$205K – 169
2021
Q2 		$205K Sell
3,999
-1,615
-29% -$81.8K 0.03% 150
2021
Q1 		$274K Sell
5,614
-5,043
-47% -$243K 0.04% 131
2020
Q4 		$540K Buy
+10,657
New +$548K 0.08% 108

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BlackRock
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ACM
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
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Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Narwhal Capital Management's AEPPZ Position: Q3 2021 in Review

Narwhal Capital Management sold out of American Electric Power Company, Inc. Corporate Units (AEPPZ) in Q3 2021, closing a stake of 3,999 shares — an estimated $205K sold.

Narwhal Capital Management first reported a position in AEPPZ in Q4 2020 and held it in 3 quarters. The position peaked at $540K in Q4 2020. 34 funds tracked by Wall St. Rank hold AEPPZ as of Q3 2021.

  • Narwhal Capital Management reported no remaining American Electric Power Company, Inc. Corporate Units position as of Q3 2021 after selling out during the quarter.
  • Narwhal Capital Management sold 3,999 American Electric Power Company, Inc. Corporate Units shares in Q3 2021, an estimated $205K.
  • Narwhal Capital Management first reported a position in American Electric Power Company, Inc. Corporate Units in Q4 2020 and held it in 3 quarters.
  • Narwhal Capital Management's American Electric Power Company, Inc. Corporate Units position peaked at $540K in Q4 2020.
  • 34 funds tracked by Wall St. Rank held American Electric Power Company, Inc. Corporate Units as of Q3 2021.

Based on Narwhal Capital Management's 13F filing for Q3 2021, filed 22 Oct 2021.