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Americafirst Capital Management’s Duke Energy DUK Stock Holding History

Americafirst Capital Management’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
2017
Q2 		– Sell
-4,332
Closed -$355K – 167
2017
Q1 		$355K Sell
4,332
-17,981
-81% -$1.43M 0.42% 74
2016
Q4 		$1.73M Buy
+22,313
New +$1.71M 1.82% 25
2016
Q1 		– Sell
-14,752
Closed -$1.05B – 186
2015
Q4 		$1.05B Buy
+14,752
New +$1.04M 0.64% 55

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Americafirst Capital Management's DUK Position: Q2 2017 in Review

Americafirst Capital Management sold out of Duke Energy (DUK) in Q2 2017, closing a stake of 4,332 shares — an estimated $355K sold.

Americafirst Capital Management first reported a position in DUK in Q4 2015 and held it in 3 quarters. The position peaked at $1.05B in Q4 2015. 1,221 funds tracked by Wall St. Rank hold DUK as of Q2 2017.

  • Americafirst Capital Management reported no remaining Duke Energy position as of Q2 2017 after selling out during the quarter.
  • Americafirst Capital Management sold 4,332 Duke Energy shares in Q2 2017, an estimated $355K.
  • Americafirst Capital Management first reported a position in Duke Energy in Q4 2015 and held it in 3 quarters.
  • Americafirst Capital Management's Duke Energy position peaked at $1.05B in Q4 2015.
  • 1,221 funds tracked by Wall St. Rank held Duke Energy as of Q2 2017.

Based on Americafirst Capital Management's 13F filing for Q2 2017, filed 15 Aug 2017.