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Banyan Partners’s Duke Energy DUK Stock Holding History

Banyan Partners’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
2014
Q3 		$528K Sell
7,056
-18,433
-72% -$1.34M 0.05% 301
2014
Q2 		$1.89M Buy
25,489
+17,205
+208% +$1.24M 0.16% 159
2014
Q1 		$590K Buy
8,284
+1,770
+27% +$123K 0.05% 283
2013
Q4 		$450K Buy
6,514
+2,048
+46% +$143K 0.03% 324
2013
Q3 		$299K Sell
4,466
-491
-10% -$33.5K 0.03% 261
2013
Q2 		$335K Buy
+4,957
New +$350K 0.07% 144

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BIT
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
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BFA
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Northern Trust
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return