Howard Capital Management (New York)’s Duke Energy DUK Stock Holding History

Howard Capital Management (New York)’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
2016 Q3	–	Sell	-2,409	Closed	-$207K	–	104
2016 Q2	$207K	Buy	+2,409	New	+$193K	0.04%	93
2015 Q2	–	Sell	-3,134	Closed	-$241K	–	96
2015 Q1	$241K	Hold	3,134	–	–	0.05%	87
2014 Q4	$262K	Hold	3,134	–	–	0.05%	86
2014 Q3	$234K	Hold	3,134	–	–	0.05%	88
2014 Q2	$233K	Hold	3,134	–	–	0.05%	89
2014 Q1	$223K	Sell	3,134 -25	-0.8%	-$1.74K	0.04%	90
2013 Q4	$218K	Buy	+3,159	New	+$221K	0.04%	95

Other funds holding DUK

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Howard Capital Management (New York)'s DUK Position: Q3 2016 in Review

Howard Capital Management (New York) sold out of Duke Energy (DUK) in Q3 2016, closing a stake of 2,409 shares — an estimated $207K sold.

Howard Capital Management (New York) first reported a position in DUK in Q4 2013 and held it in 7 quarters. The position peaked at $262K in Q4 2014. 1,151 funds tracked by Wall St. Rank hold DUK as of Q3 2016.

Howard Capital Management (New York) reported no remaining Duke Energy position as of Q3 2016 after selling out during the quarter.
Howard Capital Management (New York) sold 2,409 Duke Energy shares in Q3 2016, an estimated $207K.
Howard Capital Management (New York) first reported a position in Duke Energy in Q4 2013 and held it in 7 quarters.
Howard Capital Management (New York)'s Duke Energy position peaked at $262K in Q4 2014.
1,151 funds tracked by Wall St. Rank held Duke Energy as of Q3 2016.

Based on Howard Capital Management (New York)'s 13F filing for Q3 2016, filed 25 Oct 2016.