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AFT Forsyth & Company’s Duke Energy DUK Stock Holding History

AFT Forsyth & Company’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$103K Hold
1,541
– – 0.13% 137
2013
Q2 		$104K Buy
+1,541
New +$109K 0.15% 126

Other funds holding DUK

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AFT Forsyth & Company's DUK Position: Q3 2013 in Review

AFT Forsyth & Company held its Duke Energy (DUK) position steady in Q3 2013 at 1,541 shares worth $103K. The position accounts for 0.13% of the portfolio, ranked #137.

AFT Forsyth & Company first reported a position in DUK in Q2 2013 and has held it in 2 quarters since. The position peaked at $104K in Q2 2013. 921 funds tracked by Wall St. Rank hold DUK as of Q3 2013.

  • AFT Forsyth & Company held 1,541 shares of Duke Energy worth $103K as of Q3 2013.
  • AFT Forsyth & Company left its Duke Energy share count unchanged in Q3 2013.
  • Duke Energy made up 0.13% of AFT Forsyth & Company's portfolio in Q3 2013, its #137 holding.
  • AFT Forsyth & Company first reported a position in Duke Energy in Q2 2013 and has held it in 2 quarters since.
  • AFT Forsyth & Company's Duke Energy position peaked at $104K in Q2 2013.
  • 921 funds tracked by Wall St. Rank held Duke Energy as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.