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Godshalk Welsh Capital Management’s Duke Energy DUK Stock Holding History

Godshalk Welsh Capital Management’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
2015
Q1 		– Sell
-2,116
Closed -$177K – 166
2014
Q4 		$177K Buy
+2,116
New +$171K 0.16% 145

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BIT
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Godshalk Welsh Capital Management's DUK Position: Q1 2015 in Review

Godshalk Welsh Capital Management sold out of Duke Energy (DUK) in Q1 2015, closing a stake of 2,116 shares — an estimated $177K sold.

Godshalk Welsh Capital Management first reported a position in DUK in Q4 2014 and held it in 1 quarter. The position peaked at $177K in Q4 2014. 1,087 funds tracked by Wall St. Rank hold DUK as of Q1 2015.

  • Godshalk Welsh Capital Management reported no remaining Duke Energy position as of Q1 2015 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 2,116 Duke Energy shares in Q1 2015, an estimated $177K.
  • Godshalk Welsh Capital Management first reported a position in Duke Energy in Q4 2014 and held it in 1 quarter.
  • Godshalk Welsh Capital Management's Duke Energy position peaked at $177K in Q4 2014.
  • 1,087 funds tracked by Wall St. Rank held Duke Energy as of Q1 2015.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2015, filed 12 May 2015.