Truvvo Partners’s Duke Energy DUK Stock Holding History

Truvvo Partners’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
2016 Q2	–	Sell	-8,700	Closed	-$702K	–	131
2016 Q1	$702K	Buy	+8,700	New	+$658K	0.32%	61

Other funds holding DUK

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Truvvo Partners's DUK Position: Q2 2016 in Review

Truvvo Partners sold out of Duke Energy (DUK) in Q2 2016, closing a stake of 8,700 shares — an estimated $702K sold.

Truvvo Partners first reported a position in DUK in Q1 2016 and held it in 1 quarter. The position peaked at $702K in Q1 2016. 1,163 funds tracked by Wall St. Rank hold DUK as of Q2 2016.

Truvvo Partners reported no remaining Duke Energy position as of Q2 2016 after selling out during the quarter.
Truvvo Partners sold 8,700 Duke Energy shares in Q2 2016, an estimated $702K.
Truvvo Partners first reported a position in Duke Energy in Q1 2016 and held it in 1 quarter.
Truvvo Partners's Duke Energy position peaked at $702K in Q1 2016.
1,163 funds tracked by Wall St. Rank held Duke Energy as of Q2 2016.

Based on Truvvo Partners's 13F filing for Q2 2016, filed 9 Aug 2016.