GWM
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Greenwich Wealth Management’s Duke Energy DUK Stock Holding History

Greenwich Wealth 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
2018
Q4 		– Sell
-2,646
Closed -$212K – 184
2018
Q3 		$212K Buy
2,646
+47
+2% +$3.8K 0.04% 167
2018
Q2 		$205K Buy
+2,599
New +$200K 0.04% 163

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Greenwich Wealth Management's DUK Position: Q4 2018 in Review

Greenwich Wealth Management sold out of Duke Energy (DUK) in Q4 2018, closing a stake of 2,646 shares — an estimated $212K sold.

Greenwich Wealth Management first reported a position in DUK in Q2 2018 and held it in 2 quarters. The position peaked at $212K in Q3 2018. 1,406 funds tracked by Wall St. Rank hold DUK as of Q4 2018.

  • Greenwich Wealth Management reported no remaining Duke Energy position as of Q4 2018 after selling out during the quarter.
  • Greenwich Wealth Management sold 2,646 Duke Energy shares in Q4 2018, an estimated $212K.
  • Greenwich Wealth Management first reported a position in Duke Energy in Q2 2018 and held it in 2 quarters.
  • Greenwich Wealth Management's Duke Energy position peaked at $212K in Q3 2018.
  • 1,406 funds tracked by Wall St. Rank held Duke Energy as of Q4 2018.

Based on Greenwich Wealth Management's 13F filing for Q4 2018, filed 11 Feb 2019.