Index Management Solutions’s Duke Energy DUK Stock Holding History

Index Management Solutions’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 Q3	$93K	Buy	1,295 +77	+6%	+$5.58K	0.09%	64
2015 Q2	$86K	Buy	1,218 +797	+189%	+$60.2K	0.08%	108
2015 Q1	$32K	Sell	421 -623	-60%	-$50.6K	0.02%	236
2014 Q4	$87K	Sell	1,044 -843	-45%	-$68K	0.01%	263
2014 Q3	$141K	Buy	1,887 +934	+98%	+$68.1K	0.02%	740
2014 Q2	$71K	Buy	953 +194	+26%	+$14K	0.01%	760
2014 Q1	$54K	Sell	759 -558	-42%	-$38.9K	0.01%	774
2013 Q4	$91K	Buy	1,317 +105	+9%	+$7.35K	0.02%	219
2013 Q3	$81K	Buy	+1,212	New	+$82.7K	0.02%	255

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Index Management Solutions's DUK Position: Q3 2015 in Review

Index Management Solutions increased its Duke Energy (DUK) stake by 6.3% in Q3 2015, buying an estimated $5.58K and bringing the position to 1,295 shares worth $93K. The position accounts for 0.09% of the portfolio, ranked #64.

Index Management Solutions first reported a position in DUK in Q3 2013 and has held it in 9 quarters since. The position peaked at $141K in Q3 2014. 1,064 funds tracked by Wall St. Rank hold DUK as of Q3 2015.

Index Management Solutions held 1,295 shares of Duke Energy worth $93K as of Q3 2015.
Index Management Solutions bought 77 Duke Energy shares in Q3 2015, an estimated $5.58K.
Duke Energy made up 0.09% of Index Management Solutions's portfolio in Q3 2015, its #64 holding.
Index Management Solutions first reported a position in Duke Energy in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Duke Energy position peaked at $141K in Q3 2014.
1,064 funds tracked by Wall St. Rank held Duke Energy as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.