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Palisades Hudson Asset Management’s Duke Energy DUK Stock Holding History

Palisades Hudson Asset Management’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
2017
Q3 		– Sell
-2,628
Closed -$220K – 110
2017
Q2 		$220K Hold
2,628
– – 0.13% 106
2017
Q1 		$216K Sell
2,628
-619
-19% -$49.2K 0.14% 91
2016
Q4 		$252K Hold
3,247
– – 0.15% 84
2016
Q3 		$260K Hold
3,247
– – 0.2% 77
2016
Q2 		$279K Hold
3,247
– – 0.23% 67
2016
Q1 		$262K Hold
3,247
– – 0.21% 73
2015
Q4 		$232K Buy
+3,247
New +$228K 0.2% 80

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Palisades Hudson Asset Management's DUK Position: Q3 2017 in Review

Palisades Hudson Asset Management sold out of Duke Energy (DUK) in Q3 2017, closing a stake of 2,628 shares — an estimated $220K sold.

Palisades Hudson Asset Management first reported a position in DUK in Q4 2015 and held it in 7 quarters. The position peaked at $279K in Q2 2016. 1,222 funds tracked by Wall St. Rank hold DUK as of Q3 2017.

  • Palisades Hudson Asset Management reported no remaining Duke Energy position as of Q3 2017 after selling out during the quarter.
  • Palisades Hudson Asset Management sold 2,628 Duke Energy shares in Q3 2017, an estimated $220K.
  • Palisades Hudson Asset Management first reported a position in Duke Energy in Q4 2015 and held it in 7 quarters.
  • Palisades Hudson Asset Management's Duke Energy position peaked at $279K in Q2 2016.
  • 1,222 funds tracked by Wall St. Rank held Duke Energy as of Q3 2017.

Based on Palisades Hudson Asset Management's 13F filing for Q3 2017, filed 6 Nov 2017.