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BDO Wealth Advisors’s Portland General Electric POR Stock Holding History

BDO Wealth Advisors’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
2020
Q1 		– Sell
-100
Closed -$6K – 803
2019
Q4 		$6K Hold
100
– – ﹤0.01% 469
2019
Q3 		$6K Hold
100
– – ﹤0.01% 490
2019
Q2 		$5K Hold
100
– – ﹤0.01% 500
2019
Q1 		$5K Buy
+100
New +$4.88K ﹤0.01% 476

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

BDO Wealth Advisors's POR Position: Q1 2020 in Review

BDO Wealth Advisors sold out of Portland General Electric (POR) in Q1 2020, closing a stake of 100 shares — an estimated $6K sold.

BDO Wealth Advisors first reported a position in POR in Q1 2019 and held it in 4 quarters. The position peaked at $6K in Q4 2019. 318 funds tracked by Wall St. Rank hold POR as of Q1 2020.

  • BDO Wealth Advisors reported no remaining Portland General Electric position as of Q1 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 100 Portland General Electric shares in Q1 2020, an estimated $6K.
  • BDO Wealth Advisors first reported a position in Portland General Electric in Q1 2019 and held it in 4 quarters.
  • BDO Wealth Advisors's Portland General Electric position peaked at $6K in Q4 2019.
  • 318 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.