ZTNA
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Zions Trust National Association’s Duke Energy DUK Stock Holding History

Zions Trust National Association’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
2013
Q4 		– Sell
-33
Closed -$2K – 206
2013
Q3 		$2K Hold
33
– – ﹤0.01% 182
2013
Q2 		$2K Buy
+33
New +$2.33K ﹤0.01% 166

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 $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Zions Trust National Association's DUK Position: Q4 2013 in Review

Zions Trust National Association sold out of Duke Energy (DUK) in Q4 2013, closing a stake of 33 shares — an estimated $2K sold.

Zions Trust National Association first reported a position in DUK in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 1,002 funds tracked by Wall St. Rank hold DUK as of Q4 2013.

  • Zions Trust National Association reported no remaining Duke Energy position as of Q4 2013 after selling out during the quarter.
  • Zions Trust National Association sold 33 Duke Energy shares in Q4 2013, an estimated $2K.
  • Zions Trust National Association first reported a position in Duke Energy in Q2 2013 and held it in 2 quarters.
  • Zions Trust National Association's Duke Energy position peaked at $2K in Q3 2013.
  • 1,002 funds tracked by Wall St. Rank held Duke Energy as of Q4 2013.

Based on Zions Trust National Association's 13F filing for Q4 2013, filed 21 Jan 2014.