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Cedar Hill Associates’s Duke Energy DUK Stock Holding History

Cedar Hill Associates’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
Q3 		– Sell
-4,840
Closed -$383K – 125
2018
Q2 		$383K Sell
4,840
-193
-4% -$14.8K 0.08% 115
2018
Q1 		$390K Buy
5,033
+6
+0.1% +$464 0.08% 106
2017
Q4 		$419K Buy
5,027
+708
+16% +$61.8K 0.07% 106
2017
Q3 		$363K Buy
+4,319
New +$370K 0.06% 119

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cedar Hill Associates's DUK Position: Q3 2018 in Review

Cedar Hill Associates sold out of Duke Energy (DUK) in Q3 2018, closing a stake of 4,840 shares — an estimated $383K sold.

Cedar Hill Associates first reported a position in DUK in Q3 2017 and held it in 4 quarters. The position peaked at $419K in Q4 2017. 1,320 funds tracked by Wall St. Rank hold DUK as of Q3 2018.

  • Cedar Hill Associates reported no remaining Duke Energy position as of Q3 2018 after selling out during the quarter.
  • Cedar Hill Associates sold 4,840 Duke Energy shares in Q3 2018, an estimated $383K.
  • Cedar Hill Associates first reported a position in Duke Energy in Q3 2017 and held it in 4 quarters.
  • Cedar Hill Associates's Duke Energy position peaked at $419K in Q4 2017.
  • 1,320 funds tracked by Wall St. Rank held Duke Energy as of Q3 2018.

Based on Cedar Hill Associates's 13F filing for Q3 2018, filed 23 Oct 2018.