SIM
AEPPL

Sonora Investment Management’s American Electric Power Company, Inc. Corporate Unit AEPPL Stock Holding History

Sonora Investment Management’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
2021
Q3 		$6.04M Sell
126,647
-335
-0.3% -$16.8K 0.76% 51
2021
Q2 		$6.24M Buy
126,982
+2,720
+2% +$135K 0.82% 48
2021
Q1 		$6M Buy
124,262
+3,615
+3% +$172K 0.47% 81
2020
Q4 		$6.04M Buy
120,647
+48,965
+68% +$2.51M 0.5% 71
2020
Q3 		$3.48M Buy
71,682
+11,084
+18% +$551K 0.32% 91
2020
Q2 		$2.93M Buy
60,598
+54,543
+901% +$2.74M 0.3% 93
2020
Q1 		$292K Buy
+6,055
New +$327K 0.03% 205

Other funds holding AEPPL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sonora Investment Management's AEPPL Position: Q3 2021 in Review

Sonora Investment Management reduced its American Electric Power Company, Inc. Corporate Unit (AEPPL) stake by 0.26% in Q3 2021, selling an estimated $16.8K and leaving 126,647 shares worth $6.04M. The position accounts for 0.76% of the portfolio, ranked #51.

Sonora Investment Management first reported a position in AEPPL in Q1 2020 and has held it in 7 quarters since. The position peaked at $6.24M in Q2 2021. 49 funds tracked by Wall St. Rank hold AEPPL as of Q3 2021.

  • Sonora Investment Management held 126,647 shares of American Electric Power Company, Inc. Corporate Unit worth $6.04M as of Q3 2021.
  • Sonora Investment Management sold 335 American Electric Power Company, Inc. Corporate Unit shares in Q3 2021, an estimated $16.8K.
  • American Electric Power Company, Inc. Corporate Unit made up 0.76% of Sonora Investment Management's portfolio in Q3 2021, its #51 holding.
  • Sonora Investment Management first reported a position in American Electric Power Company, Inc. Corporate Unit in Q1 2020 and has held it in 7 quarters since.
  • Sonora Investment Management's American Electric Power Company, Inc. Corporate Unit position peaked at $6.24M in Q2 2021.
  • 49 funds tracked by Wall St. Rank held American Electric Power Company, Inc. Corporate Unit as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.