US Financial Advisors’s Duke Energy DUK Stock Holding History

US 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
2016 Q2	–	Sell	-375	Closed	-$30K	–	128
2016 Q1	$30K	Sell	375 -205	-35%	-$15.5K	0.05%	122
2015 Q4	$41K	Buy	580 +205	+55%	+$14.4K	0.04%	160
2015 Q3	$27K	Hold	375	–	–	0.04%	177
2015 Q2	$26K	Hold	375	–	–	0.02%	157
2015 Q1	$29K	Hold	375	–	–	0.03%	160
2014 Q4	$31K	Buy	+375	New	+$30.2K	0.03%	146

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

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 $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

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

US Financial Advisors's DUK Position: Q2 2016 in Review

US Financial Advisors sold out of Duke Energy (DUK) in Q2 2016, closing a stake of 375 shares — an estimated $30K sold.

US Financial Advisors first reported a position in DUK in Q4 2014 and held it in 6 quarters. The position peaked at $41K in Q4 2015. 1,164 funds tracked by Wall St. Rank hold DUK as of Q2 2016.

US Financial Advisors reported no remaining Duke Energy position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 375 Duke Energy shares in Q2 2016, an estimated $30K.
US Financial Advisors first reported a position in Duke Energy in Q4 2014 and held it in 6 quarters.
US Financial Advisors's Duke Energy position peaked at $41K in Q4 2015.
1,164 funds tracked by Wall St. Rank held Duke Energy as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.