Bristlecone Advisors’s Duke Energy DUK Stock Holding History

Bristlecone 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
2017 Q4	–	Sell	-416	Closed	-$35K	–	174
2017 Q3	$35K	Buy	+416	New	+$35.6K	0.01%	213

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

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

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

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

Bristlecone Advisors's DUK Position: Q4 2017 in Review

Bristlecone Advisors sold out of Duke Energy (DUK) in Q4 2017, closing a stake of 416 shares — an estimated $35K sold.

Bristlecone Advisors first reported a position in DUK in Q3 2017 and held it in 1 quarter. The position peaked at $35K in Q3 2017. 1,340 funds tracked by Wall St. Rank hold DUK as of Q4 2017.

Bristlecone Advisors reported no remaining Duke Energy position as of Q4 2017 after selling out during the quarter.
Bristlecone Advisors sold 416 Duke Energy shares in Q4 2017, an estimated $35K.
Bristlecone Advisors first reported a position in Duke Energy in Q3 2017 and held it in 1 quarter.
Bristlecone Advisors's Duke Energy position peaked at $35K in Q3 2017.
1,340 funds tracked by Wall St. Rank held Duke Energy as of Q4 2017.

Based on Bristlecone Advisors's 13F filing for Q4 2017, filed 30 Jan 2018.