Bank Hapoalim BM’s Duke Energy DUK Stock Holding History

Bank Hapoalim BM’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
2018 Q4	–	Sell	-3,505	Closed	-$280K	–	168
2018 Q3	$280K	Sell	3,505 -100	-3%	-$8.09K	0.07%	160
2018 Q2	$285K	Sell	3,605 -300	-8%	-$23.1K	0.08%	154
2018 Q1	$303K	Sell	3,905 -90	-2%	-$6.96K	0.08%	155
2017 Q4	$336K	Sell	3,995 -580	-13%	-$50.7K	0.07%	150
2017 Q3	$384K	Sell	4,575 -1,095	-19%	-$93.8K	0.09%	159
2017 Q2	$474K	Sell	5,670 -80	-1%	-$6.72K	0.11%	127
2017 Q1	$472K	Sell	5,750 -75	-1%	-$5.96K	0.11%	127
2016 Q4	$452K	Buy	+5,825	New	+$446K	0.12%	124
2015 Q2	–	Sell	-3,183	Closed	-$244K	–	180
2015 Q1	$244K	Sell	3,183 -7,967	-71%	-$647K	0.04%	152
2014 Q4	$931K	Sell	11,150 -527	-5%	-$42.5K	0.2%	78
2014 Q3	$873K	Buy	11,677 +3,355	+40%	+$245K	0.2%	79
2014 Q2	$617K	Buy	8,322 +2,533	+44%	+$182K	0.15%	88
2014 Q1	$412K	Sell	5,789 -206	-3%	-$14.4K	0.11%	100
2013 Q4	$414K	Buy	+5,995	New	+$420K	0.13%	94

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank Hapoalim BM's DUK Position: Q4 2018 in Review

Bank Hapoalim BM sold out of Duke Energy (DUK) in Q4 2018, closing a stake of 3,505 shares — an estimated $280K sold.

Bank Hapoalim BM first reported a position in DUK in Q4 2013 and held it in 14 quarters. The position peaked at $931K in Q4 2014. 1,407 funds tracked by Wall St. Rank hold DUK as of Q4 2018.

Bank Hapoalim BM reported no remaining Duke Energy position as of Q4 2018 after selling out during the quarter.
Bank Hapoalim BM sold 3,505 Duke Energy shares in Q4 2018, an estimated $280K.
Bank Hapoalim BM first reported a position in Duke Energy in Q4 2013 and held it in 14 quarters.
Bank Hapoalim BM's Duke Energy position peaked at $931K in Q4 2014.
1,407 funds tracked by Wall St. Rank held Duke Energy as of Q4 2018.

Based on Bank Hapoalim BM's 13F filing for Q4 2018, filed 11 Feb 2019.