IBEX Wealth Advisors’s Duke Energy DUK Stock Holding History

IBEX Wealth Advisors’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
2017 Q1	–	Sell	-357	Closed	-$28K	–	151
2016 Q4	$28K	Buy	+357	New	+$27.3K	0.01%	200

Other funds holding DUK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IBEX Wealth Advisors's DUK Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Duke Energy (DUK) in Q1 2017, closing a stake of 357 shares — an estimated $28K sold.

IBEX Wealth Advisors first reported a position in DUK in Q4 2016 and held it in 1 quarter. The position peaked at $28K in Q4 2016. 1,213 funds tracked by Wall St. Rank hold DUK as of Q1 2017.

IBEX Wealth Advisors reported no remaining Duke Energy position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 357 Duke Energy shares in Q1 2017, an estimated $28K.
IBEX Wealth Advisors first reported a position in Duke Energy in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's Duke Energy position peaked at $28K in Q4 2016.
1,213 funds tracked by Wall St. Rank held Duke Energy as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.