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Avantax Planning Partners’s Portland General Electric POR Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-35
Closed -$2K – 965
2018
Q3 		$2K Buy
+35
New +$1.59K ﹤0.01% 1357
2018
Q2 		– Sell
-69
Closed -$3K – 1150
2018
Q1 		$3K Buy
+69
New +$2.83K ﹤0.01% 1532

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avantax Planning Partners's POR Position: Q4 2018 in Review

Avantax Planning Partners sold out of Portland General Electric (POR) in Q4 2018, closing a stake of 35 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in POR in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 336 funds tracked by Wall St. Rank hold POR as of Q4 2018.

  • Avantax Planning Partners reported no remaining Portland General Electric position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 35 Portland General Electric shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Portland General Electric in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Portland General Electric position peaked at $3K in Q1 2018.
  • 336 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.