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Ancora Family Wealth Advisors’s Duke Energy DUK Stock Holding History

Ancora Family Wealth Advisors’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
2016
Q3 		$264K Sell
3,294
-501
-13% -$41.5K 0.09% 181
2016
Q2 		$326K Sell
3,795
-703
-16% -$56.2K 0.12% 144
2016
Q1 		$363K Sell
4,498
-140
-3% -$10.6K 0.15% 138
2015
Q4 		$331K Sell
4,638
-330
-7% -$23.2K 0.14% 142
2015
Q3 		$357K Buy
+4,968
New +$360K 0.15% 144

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ancora Family Wealth Advisors's DUK Position: Q3 2016 in Review

Ancora Family Wealth Advisors reduced its Duke Energy (DUK) stake by 13% in Q3 2016, selling an estimated $41.5K and leaving 3,294 shares worth $264K. The position accounts for 0.09% of the portfolio, ranked #181.

Ancora Family Wealth Advisors first reported a position in DUK in Q3 2015 and has held it in 5 quarters since. The position peaked at $363K in Q1 2016. 1,151 funds tracked by Wall St. Rank hold DUK as of Q3 2016.

  • Ancora Family Wealth Advisors held 3,294 shares of Duke Energy worth $264K as of Q3 2016.
  • Ancora Family Wealth Advisors sold 501 Duke Energy shares in Q3 2016, an estimated $41.5K.
  • Duke Energy made up 0.09% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #181 holding.
  • Ancora Family Wealth Advisors first reported a position in Duke Energy in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's Duke Energy position peaked at $363K in Q1 2016.
  • 1,151 funds tracked by Wall St. Rank held Duke Energy as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.