Mariner Wealth Advisors (NYC)’s Duke Energy DUK Stock Holding History

Mariner Wealth Advisors (NYC)’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 Q1	$6K	Buy	+78	New	+$6.33K	﹤0.01%	468

Other funds holding DUK

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BFA

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC)'s DUK Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Duke Energy (DUK) in Q1 2015: 78 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #468 among its holdings.

1,087 funds tracked by Wall St. Rank hold DUK as of Q1 2015.

Mariner Wealth Advisors (NYC) held 78 shares of Duke Energy worth $6K as of Q1 2015.
Duke Energy was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Duke Energy made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #468 holding.
1,087 funds tracked by Wall St. Rank held Duke Energy as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.