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Advocacy Wealth Management Services’s Portland General Electric POR Stock Holding History

Advocacy Wealth Management Services’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-600
Closed -$24K – 446
2016
Q1 		$24K Buy
+600
New +$23K 0.02% 268

Other funds holding POR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advocacy Wealth Management Services's POR Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of Portland General Electric (POR) in Q2 2016, closing a stake of 600 shares — an estimated $24K sold.

Advocacy Wealth Management Services first reported a position in POR in Q1 2016 and held it in 1 quarter. The position peaked at $24K in Q1 2016. 265 funds tracked by Wall St. Rank hold POR as of Q2 2016.

  • Advocacy Wealth Management Services reported no remaining Portland General Electric position as of Q2 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 600 Portland General Electric shares in Q2 2016, an estimated $24K.
  • Advocacy Wealth Management Services first reported a position in Portland General Electric in Q1 2016 and held it in 1 quarter.
  • Advocacy Wealth Management Services's Portland General Electric position peaked at $24K in Q1 2016.
  • 265 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.