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Archford Capital Strategies’s Portland General Electric POR Stock Holding History

Archford Capital Strategies’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
2018
Q3 		– Sell
-52
Closed -$2K – 645
2018
Q2 		$2K Hold
52
– – ﹤0.01% 593
2018
Q1 		$2K Buy
+52
New +$2.13K ﹤0.01% 529
2017
Q2 		– Sell
-52
Closed -$2K – 512
2017
Q1 		$2K Hold
52
– – ﹤0.01% 609
2016
Q4 		$2K Hold
52
– – ﹤0.01% 529
2016
Q3 		$2K Sell
52
-52
-50% -$2.25K ﹤0.01% 537
2016
Q2 		$4K Buy
+104
New +$4.24K ﹤0.01% 520

Other funds holding POR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Archford Capital Strategies's POR Position: Q3 2018 in Review

Archford Capital Strategies sold out of Portland General Electric (POR) in Q3 2018, closing a stake of 52 shares — an estimated $2K sold.

Archford Capital Strategies first reported a position in POR in Q2 2016 and held it in 6 quarters. The position peaked at $4K in Q2 2016. 305 funds tracked by Wall St. Rank hold POR as of Q3 2018.

  • Archford Capital Strategies reported no remaining Portland General Electric position as of Q3 2018 after selling out during the quarter.
  • Archford Capital Strategies sold 52 Portland General Electric shares in Q3 2018, an estimated $2K.
  • Archford Capital Strategies first reported a position in Portland General Electric in Q2 2016 and held it in 6 quarters.
  • Archford Capital Strategies's Portland General Electric position peaked at $4K in Q2 2016.
  • 305 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.