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Lebenthal Asset Management’s Duke Energy DUK Stock Holding History

Lebenthal Asset Management’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		$4.55M Sell
55,495
-300
-0.5% -$24.6K 0.56% 49
2016
Q4 		$4.33M Buy
55,795
+2,369
+4% +$184K 0.56% 51
2016
Q3 		$4.28M Sell
53,426
-100
-0.2% -$8K 0.55% 51
2016
Q2 		$4.59M Buy
+53,526
New +$4.59M 0.6% 45