FinTrust Investment Advisory Services’s Duke Energy DUK Stock Holding History

FinTrust Investment Advisory Services’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 Q1	$1.85M	Sell	23,858 -2,102	-8%	-$162K	1.69%	11
2017 Q4	$2.18M	Sell	25,960 -525	-2%	-$45.9K	1.92%	12
2017 Q3	$2.22M	Buy	+26,485	New	+$2.27M	2.13%	11
2013 Q3	–	Sell	-13,466	Closed	-$909K	–	60
2013 Q2	$909K	Buy	+13,466	New	+$952K	1.56%	12

Other funds holding DUK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

FinTrust Investment Advisory Services's DUK Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its Duke Energy (DUK) stake by 8.1% in Q1 2018, selling an estimated $162K and leaving 23,858 shares worth $1.85M. The position accounts for 1.69% of the portfolio, ranked #11.

FinTrust Investment Advisory Services first reported a position in DUK in Q2 2013 and has held it in 4 quarters since. The position peaked at $2.22M in Q3 2017. 1,340 funds tracked by Wall St. Rank hold DUK as of Q1 2018.

FinTrust Investment Advisory Services held 23,858 shares of Duke Energy worth $1.85M as of Q1 2018.
FinTrust Investment Advisory Services sold 2,102 Duke Energy shares in Q1 2018, an estimated $162K.
Duke Energy made up 1.69% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #11 holding.
FinTrust Investment Advisory Services first reported a position in Duke Energy in Q2 2013 and has held it in 4 quarters since.
FinTrust Investment Advisory Services's Duke Energy position peaked at $2.22M in Q3 2017.
1,340 funds tracked by Wall St. Rank held Duke Energy as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.