OIA
DUKH

OneDigital Investment Advisors’s Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 DUKH Stock Holding History

OneDigital Investment Advisors’s Portfolio DUKH Stock Details DUKH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,245
Closed -$30K – 1312
2018
Q3 		$30K Buy
1,245
+765
+159% +$19.2K 0.01% 541
2018
Q2 		$12K Hold
480
– – ﹤0.01% 1002
2018
Q1 		$12K Buy
+480
New +$12K ﹤0.01% 997

Other funds holding DUKH

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.08B AUM 14.48% 1-Year Est. Return
PT
Plimoth Trust Plymouth, Massachusetts $501M AUM 35.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

OneDigital Investment Advisors's DUKH Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 (DUKH) in Q4 2018, closing a stake of 1,245 shares — an estimated $30K sold.

OneDigital Investment Advisors first reported a position in DUKH in Q1 2018 and held it in 3 quarters. The position peaked at $30K in Q3 2018. 5 funds tracked by Wall St. Rank hold DUKH as of Q4 2018.

  • OneDigital Investment Advisors reported no remaining Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 position as of Q4 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,245 Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 shares in Q4 2018, an estimated $30K.
  • OneDigital Investment Advisors first reported a position in Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 in Q1 2018 and held it in 3 quarters.
  • OneDigital Investment Advisors's Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 position peaked at $30K in Q3 2018.
  • 5 funds tracked by Wall St. Rank held Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.