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Paradigm Financial Advisors’s Duke Energy DUK Stock Holding History

Paradigm Financial Advisors’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
2014
Q2 		– Sell
-377
Closed -$27K – 109
2014
Q1 		$27K Hold
377
– – 0.02% 150
2013
Q4 		$26K Buy
+377
New +$26.4K 0.03% 174

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Paradigm Financial Advisors's DUK Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Duke Energy (DUK) in Q2 2014, closing a stake of 377 shares — an estimated $27K sold.

Paradigm Financial Advisors first reported a position in DUK in Q4 2013 and held it in 2 quarters. The position peaked at $27K in Q1 2014. 1,014 funds tracked by Wall St. Rank hold DUK as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Duke Energy position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 377 Duke Energy shares in Q2 2014, an estimated $27K.
  • Paradigm Financial Advisors first reported a position in Duke Energy in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's Duke Energy position peaked at $27K in Q1 2014.
  • 1,014 funds tracked by Wall St. Rank held Duke Energy as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.