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Integrated Wealth Counsel’s Duke Energy DUK Stock Holding History

Integrated Wealth Counsel’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
2013
Q4 		– Sell
-348
Closed -$23.2K – 195
2013
Q3 		$23.2K Hold
348
– – 0.02% 138
2013
Q2 		$23K Buy
+348
New +$24.6K 0.02% 136

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Integrated Wealth Counsel's DUK Position: Q4 2013 in Review

Integrated Wealth Counsel sold out of Duke Energy (DUK) in Q4 2013, closing a stake of 348 shares — an estimated $23.2K sold.

Integrated Wealth Counsel first reported a position in DUK in Q2 2013 and held it in 2 quarters. The position peaked at $23.2K in Q3 2013. 1,002 funds tracked by Wall St. Rank hold DUK as of Q4 2013.

  • Integrated Wealth Counsel reported no remaining Duke Energy position as of Q4 2013 after selling out during the quarter.
  • Integrated Wealth Counsel sold 348 Duke Energy shares in Q4 2013, an estimated $23.2K.
  • Integrated Wealth Counsel first reported a position in Duke Energy in Q2 2013 and held it in 2 quarters.
  • Integrated Wealth Counsel's Duke Energy position peaked at $23.2K in Q3 2013.
  • 1,002 funds tracked by Wall St. Rank held Duke Energy as of Q4 2013.

Based on Integrated Wealth Counsel's 13F filing for Q4 2013, filed 11 Feb 2014.